Prepare your Cash Flow Forecast using the included template.
Event Planner
Event Planner Financial Forms Bundle — Premium
Digital downloadFillable PDF + DOCX + fill-online HTMLTwo secure downloads
1 / 4
13 distinct financial record templates for Event Planner 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 once in the sidebar and they flow through every template, then send clients a locked copy they can fill in with one click. 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.
13 distinct financial form types, each supplied as a fillable PDF and an editable DOCX file, with every document also included in one fill-online HTML bundle
Use a DOCX-compatible editor to change the business name, logo and body wording
Fill in online in your browser: add your business details and brand colour once in the sidebar and they flow through every template, with every field completable on screen and progress saved on your device
One click prepares a locked copy to send your clients — they can fill it in but cannot alter your business details, and it all works fully offline with nothing uploaded
A second invoice template under a legacy filename is not counted as a separate form type
Sample pages
Preview what's inside
In the pack
What's included
- Cash Flow Forecast
- Client Payment Record
- Deposit Booking Terms
- Expense Tracker
- Income Tracker
- Insurance Premium Tracker
- Invoice
- Mileage Log
- Payroll Summary
- Pricing Calculator
- Profit & Loss
- Receipt
- Staff Hours Pay
Sample pages
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 Deposit Booking Terms 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.
Customisable
£13.99
13 distinct form types
You're viewing
Premium
£19.99
13 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 — Premium?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. You'll receive two secure downloads: the existing bundle of interactive fillable PDFs plus editable Word (.docx) files, and a separate fill-online HTML bundle containing the browser versions. Nothing is removed, and both downloads are yours to keep. Premium ships blank; Studio does not automatically pre-fill this Premium download. If you don’t see the email, check your spam folder. Your download email is your permanent access — keep it. If you ever lose it, contact hello@yourlaunchkit.co.uk and we’ll re-send your files.
Can I edit these files?
Yes. Your first download contains interactive fillable PDFs plus editable Word (.docx) files. Your second download is the fill-online HTML bundle: open it in a browser, add your business details and brand colour, complete the fields on screen, and prepare a locked copy for a client. Premium ships blank for you to personalise; it is not automatically pre-filled from a website.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Real reviews
What customers say
Swipe to read more customer reviews →
Useful next steps
Useful guides for your business.
Making Tax Digital for event planners: what's changing in April 2026
Making Tax Digital for Income Tax (MTD ITSA) applies to self-employed UK event planners in three steps based on qualifying income from self-employment and/or property: over £50,000 from 6 April 2026,…
Read the guide →How to Start an Event Planning Business UK
Start an event planning business in the UK with clear guidance on niches, contracts, deposits, pricing, insurance, risk and HMRC basics.
Read the guide →Essential business documents for UK event planners: what to have before the first deposit lands
Self-employed UK event planners coordinate multiple suppliers, hold client deposits, process personal data, and assume responsibility for day-of delivery across venues, catering, AV, and beyond. That…
Read the guide →Why LaunchKit
Built for the business you actually run.
Every event planner pack is reviewed for accurate format and tier disclosure. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.
Complete your toolkit
More for Event Planner
Pricing calculator
Pricing Calculator — Premium
Event planners who discount the full-service fee and then absorb on-the-day coordination and supplier sourcing as goodwill hours end up giving away the work that actually gets the event on its feet. This Premium pricing calculator closes that gap. Ten service lines come pre-loaded — full event planning, partial planning and coordination, on-the-day coordination, venue styling and décor hire, supplier sourcing and management, event design and theming, corporate event planning, charity event planning, milestone celebrations, and hourly consultation sessions — each with editable planning hours and per-supplier margin. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles bespoke event enquiries, a job log tracks every booking, an expenses tracker keeps supplier spend visible, and a monthly dashboard shows which services actually pay. Delivered as one Excel workbook for UK event planners — price with confidence.
£14.99View →
AI copy kitAI Copy Kit
The Event Planner AI Copy Kit is a ready-made communication toolkit for customer messages, emails and reusable prompts. You receive 4 core documents — AI Copy Kit Main, Copy Banks, Email Templates and Automation Guide — each supplied as an editable DOCX and a read-only reference PDF: 8 files in your download. Copy and customise the wording for your services, area, prices and policies. The kit does not write or publish content automatically; use the prompt formulas with your own AI tool if you choose. These are communication templates and prompts, not legal, tax or medical advice, and not a substitute for professional guidance.
£14.99View →