Are these templates right for you?

Have you started in your practice and have no idea how to keep track of your invoicing? 

Are you having to chase clients or spend hours trying to reconcile your bank statements against appointments? 

Do you know how to record your financial transactions so that you can do your tax return? 

Keen to work with medical insurers to grow your client base but are finding the whole process overwhelming and hard to keep track of? 

I have created three template packages just for you. 

These templates will help you:

  • Get organised in all financial aspects of your business

  • Have clear visibility when it comes to cash flow and outstanding debts

  • Ensure you won’t miss any payments

  • Keep track of clients sessions

You’ll also feel confident using them with clear video training on each document.

You can of course create all these templates yourself but why spend hours playing with Excel when you could be enjoying life?

I'M READY TO PURCHASE

Invoicing Templates

Worth £19

If you’re wanting to create your invoicing manually the invoice template and invoice log are the perfect combo for you. Easily create client invoices using the Word template knowing all the required information is there. Then use the invoice log to keep track of invoices created and payments made by clients. This will assist you with your bookkeeping and make reconciling payments easy!

Sole Trader Bookkeeping Template

Worth £29

A perfect starter for sole trader bookkeeping in Private Practice. Includes everything you’ll need to complete a cash based accounting spreadsheet ready for an easy self assessment at the end of the tax year. Includes a video tutorial to explain how to set up and complete the spreadsheet each month.

Medical Insurance Templates

Worth £45

Organisation is the most important thing when working with insurance clients. This template suite contains: Working with Insurers Guide * Private Health Insurance Client Form * Health Insurance Overview Document * Medical Insurance Invoice Details Template * Medical Insurance Invoice Log. It is everything you will need to run your practice with insurance clients. I also have a walkthrough video which explains how to use all the templates but they are really simple to start using right away.

Course curriculum

    1. Welcome

    1. Invoicing Templates

    1. Sole Trader Bookkeeping Template

    2. Euro & Dollar Templates

    3. Adding New Categories

    1. Medical Insurance Templates

    2. Working with UK Insurers

About this course

  • £55.00

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