Prepare your Cash Flow Forecast using the included template.
Counsellor
Counsellor Financial Forms Bundle — Customisable
See all 4 previews- 12 distinct browser-personalisable financial templates for Counsellor businesses
- Includes Cash Flow Forecast, Client Payment Record and CPD Training, plus 9 more
- Browser-personalisable HTML · Instant access
Digital downloadBrowser-personalisable HTMLInstant access
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Real-world example
See the template being personalised.
A short example using the Counsellor Financial Forms Bundle — Customisable.
12 distinct browser-personalisable HTML financial record templates for Counsellor businesses. Add your business name and choose the design colours before saving or printing. Custom does not add logo upload or body-text editing; choose Premium for editable DOCX files. The delivered bundle includes an extra copy of the invoice under a legacy filename; it is not counted or advertised as a separate form.
12 distinct HTML financial form types, matching the included-document list shown on this page
Personalise the business name and design colours in your browser
An extra invoice copy under a legacy filename is not counted as a separate form
Price£13.99
Preview pages
Preview what's inside
In the pack
What's included
- Cash Flow Forecast
- Client Payment Record
- CPD Training
- Deposit Booking Terms
- Expense Tracker
- Income Tracker
- Insurance Premium Tracker
- Invoice
- Mileage Log
- Pricing Calculator
- Profit & Loss
- Receipt
Preview pages
Who it's for
Who this counselling pack is for
Counselling income arrives session by session, and the costs are supervision, room hire, training and insurance. The Customisable bundle gives a counsellor 12 money templates in your practice name and colours, including a Client Payment Record, CPD Training log, Insurance Premium Tracker and Profit & Loss.
- Counsellors in private practice who keep paper records and want each form to carry the practice name.
- Practitioners who want CPD hours and insurance renewals kept beside their session income.
Made for the work
Put this product to work.
Choose the included record that fits the task, add the details for your business and check the finished copy before using it. The contents listed above apply to this tier.
Start with a task such as:
Prepare your Client Payment Record using the included template.
Prepare your CPD Training using the included template.
Compare the tiers
How the tiers compare
These tiers include the same core forms. The difference is the file formats and how you can personalise, fill in and edit them. Pick the format that fits how you want to work.
Scroll sideways to compare tiers.
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You're viewing
Customisable
£13.99
12 distinct form types
Premium
£19.99
12 distinct form types
Delivered as
Browser-personalisable HTML
Fillable PDF, DOCX + browser
Add your business name
Change design colours
Add your own logo
Re-word the body text
Type into every document field
Print or save as PDF
Extra software required
Only to edit the Word files
You're viewing this
- Instant download
- Built in the UK
- One-time purchase
- Secure checkout
- Refund policy
- Support by email
Frequently Asked Questions
How do I receive Financial Forms Bundle — Customisable?
After payment, look for your LaunchKit download email in the inbox you used at checkout. Open its link to your download page and download the files listed for your order. You'll receive a ZIP of customisable HTML templates — open in any browser, personalise with your business name and design colours, then save or print as PDF. Keep a copy of your downloaded files. If the email is missing or a link is not working, check your spam or junk folder, then contact hello@yourlaunchkit.co.uk with your checkout email address and order number, if you have it, for help recovering your files.
Can I edit these files?
Browser-personalisable HTML templates. Add your business name and design colours, then choose Save editable copy to download your working HTML. Reopen that saved file to continue personalising it. This tier personalises the branding only; print the form and complete the answers by hand. Use Print / Save PDF for a separate copy to print. Save your editable copy before closing; changes are not automatically saved.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Do these replace my professional body's guidance?
No. They are templates you adapt, not legal or clinical advice. Check them against your professional body's ethical framework and, for client records, the ICO's guidance for small organisations.
Does the bundle include a place to log CPD for my practice?
Yes. The 12 templates include a CPD Training log alongside the payment, income and expense records. Each is personalised in your browser with your practice name and colours, then printed and completed by hand.
Useful next steps
Useful guides for your business.
How to Start a Counselling Practice in the UK
A UK guide to starting a private counselling practice: training, supervision, insurance, contracts, records, safeguarding and HMRC basics.
Read the guide →Contracting and fees for counsellors: the commercial side of private practice
Many UK counsellors in private practice set their fees once and never revisit them, carry no written contract, and handle the money conversation awkwardly because training rarely covers it. The…
Read the guide →Essential business documents every UK counsellor should have ready
A self-employed UK counsellor needs roughly eight core documents to run a professional, defensible private practice: a client contracting document, a signed therapeutic agreement, a session record or…
Read the guide →Why LaunchKit
Built for the business you actually run.
Every counsellor pack is checked so its page says exactly what format you get and what each tier includes. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.
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Financial Forms Bundle — Premium
12 distinct financial record templates for Counsellor businesses, each supplied as a fillable PDF and an editable DOCX file. Every template is also included in one fill-online HTML bundle: add your business details and brand colour in the sidebar of each template (they are saved per document, not shared between templates), then send clients a locked copy they can fill in with one click. Answers you haven't changed for 60 days are deleted the next time you open the form, and ‘Prepare copy for clients’ clears them; your business details and colour are kept. Type into the PDF fields or use a DOCX-compatible editor to change the business name, logo and wording. The delivered bundle includes a second invoice template under a legacy filename in both formats; it is not counted or advertised as a separate form type. These are templates, not automated spreadsheet software or accounting, tax or legal advice.
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UK counselling practices can price each session in this Excel workbook (.xlsx): hours × your hourly rate, plus materials with a markup, plus a fixed fee such as a call-out or travel charge. Add VAT if you choose. The printable quote comes from the Quote Builder and Quote Output sheets, once you replace the example hours, materials and prices. A job log and an expenses tracker keep a dashboard of invoiced, received, progress against your target, expenses and surplus.
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