Personal Trainers
Personal Trainers Financial Forms Bundle — Premium
Personal training income is built session by session, but the financial picture is broader than the session rate: facility hire, equipment, travel between clients, CPD and insurance costs, and the income that comes from online programmes or nutrition plans alongside in-person sessions. This set gives a personal trainer the financial forms that capture all of it: per-session and per-package invoices, a facility hire and equipment expense tracker, a mileage log for client travel, a monthly income tracker across in-person and online revenue, and an annual profit and loss summary for Self Assessment. Fillable PDFs for completing on a phone or tablet, editable Word documents for the home office. A financial admin system that handles the full range of how a personal training business earns.
Sample pages
Preview what's inside
In the pack
What's included
- Profit & Loss Statement
- Cash Flow Planner
- Expense Tracker
- Tax Summary Sheet
- Break-Even Analysis Worksheet
- Pricing Worksheet
- Insurance Premium Tracker
- Startup Costs Planner
- Balance Sheet
- Invoice Tracker
- Session Fee Terms Sheet
- Payroll Summary Sheet
- Staff Hours & Pay Tracker
- CPD & Training Log
Sample pages
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 a ZIP containing the interactive fillable PDFs and editable Word (.docx) versions of every document. If you don’t see the email, 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?
Interactive PDF with fillable fields, plus editable Word documents. Type into every field, edit the wording in Word, save your version with your business name, logo and adjustments.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Why LaunchKit
Built for the business you actually run.
Every personal trainers 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 Personal Trainers
Pricing Calculator — Premium
Personal trainers pricing one-to-one sessions off what the gym down the road charges — and giving away online coaching, group bootcamps and nutrition work at matching rates — leave margin on the floor every week. This Premium pricing calculator separates them. Ten services come pre-loaded — one-to-one PT sessions, small group training, bootcamp and outdoor classes, online coaching and programming, nutrition advice and meal plans, corporate wellness, sports-specific coaching, gym floor hours, workshop and seminar delivery, and supplement retail sales — each with editable session time and per-client cost. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles block bookings and corporate contracts, a client log tracks every session, an expenses tracker keeps gym-floor and travel spend visible, and a monthly dashboard shows which services actually pay. Delivered as one Excel workbook for UK personal trainers — price with confidence.
MTD Compliance Kit — Premium
Making Tax Digital is becoming part of the record-keeping reality for many self-employed personal trainers, and the real headache isn't the rule — it's keeping records clean across a year of self-pay, insured and package-session income, supplies, CPD, supervision fees and room-rent all tracked against the year. This Compliance Kit is an Excel workbook covering Income Tracker, Expense Log, Expense Summary, Quarterly Summary, Annual Summary, Reconciliation, Mileage Log with a simplified-vs-actual switch, Year-End Adjustments, Tax Reserve Scenarios, Evidence Log, Compliance Warnings, Allowable Expenses Guide, Deadline Calendar, Quarterly Checklist, and an Executive Dashboard that surfaces the figures your accountant actually asks for. Available in England and Scotland versions to match where the business is based. Built for UK sole-trader personal trainers who want quarterly review to be a 30-minute job, not a weekend search through receipts. Not a tax-return tool — a record-keeping workbook for organising your figures — a record-keeping foundation that makes filing simpler.