Counsellor
Financial Forms Bundle — Custom
A client books a block of sessions, pays a deposit, and expects a receipt they can use for their own records — sometimes for a private medical insurer. The paperwork has to be confidential, professional, and branded. This bundle is 13 live-editable HTML finance forms for counsellors: invoices, invoice trackers, client payment records, deposit booking terms, CPD training logs, expense and income trackers, a mileage log, pricing calculators, a profit and loss, a cash flow forecast, an insurance-premium tracker and receipts. Open each form in your browser, drop in your practice name, your accreditation (BACP, UKCP, NCS) and your session terms, and see live preview as you edit. Export the branded version when a client or insurer asks for documentation. No flat locked download — each form stays live-editable in the browser until you hit export on your terms.
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
- Invoice Tracker
- Mileage Log
- Pricing Calculator
- Profit & Loss
- Receipt
Sample pages
Frequently Asked Questions
How do I receive Financial Forms Bundle — Custom?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. If you don’t see it, check your spam folder. You can also recover downloads later at yourlaunchkit.co.uk/downloads using your order ID and email.
Can I edit these files?
Depends on the product and file type. Check the badges and description, then review before live use.
Is this legal or tax advice?
No. LaunchKit products are practical business resources. Review against your own circumstances.
Complete your toolkit
More for Counsellor
Financial Forms Bundle — Premium
Counselling practice income is built on client trust, and the financial administration behind it needs to reflect the same confidentiality and professionalism as the sessions themselves. Invoices go to clients or to EAP providers depending on how the referral came in, expenses include supervision, CPD, room hire, and professional memberships, and the records need to be clean enough for BACP or UKCP requirements as well as HMRC. This set covers the financial forms a counselling practice needs: invoices for private clients and EAP referrals, an expense tracker for supervision costs, room hire, insurance, and CPD, a mileage log for home visits or training, a receipt record, and a monthly income tracker. Fillable PDFs for completing between sessions, editable Word documents to add your practice name and professional branding. Financial admin that is as considered as the practice it supports.
Pricing Calculator — Premium
Counsellors who take the EAP rate as their baseline can find the private-client fee drifting down to match it — and supervision, medico-legal work and group hours get absorbed invisibly. This Premium pricing calculator separates the fee book cleanly. Ten service lines come pre-loaded — individual counselling, couples and relationship counselling, group therapy, online and telephone sessions, Employee Assistance Programme work, corporate contracts, clinical supervision, training and workshops, medico-legal reports, and insurance-funded sessions from Vitality and AXA — each with editable session time and admin overhead input. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles corporate and EAP contracts, a session log tracks each client, an expenses tracker keeps overheads visible, and a monthly dashboard shows which work actually pays. Delivered as one Excel workbook for UK counselling practices — no subscription, no login.
MTD Compliance Kit — Premium
A structured spreadsheet system for counsellors who need to keep clean, organised records for Making Tax Digital. Organises session income, room hire costs and practice expenses by quarter.