Financial Health Check starting from Rs. 999

A Financial Health Check will help understand if your company is financially fit. We assess metrics that go beyond just Profits, Margins & Revenue. Which boosts your companies overall performance and success.

Assess Financial Health
Speak with an expert

Arrange a call back with Bright Accounts Financial Expert

    Introduction

    A Financial Health Check for individuals is a comprehensive evaluation of one’s financial well-being, providing insights into their overall financial situation and helping them make informed decisions. 

    It serves as a valuable tool to enhance financial literacy, identify areas for improvement, and empower individuals to achieve their financial objectives.

    Bright Accounts provides a holistic view of the financial situation, identifies areas for improvement, and establishes a roadmap for financial success. It empowers individuals to make informed decisions, adapt to changing circumstances, and work towards financial well-being and attain sucess.

    benefits

    How does Financial
    Health Check help you

    The following are some of the short term and long term benefits of Financial Health Check

    Financial Clarity

    Gain a clear understanding of your current financial situation, allowing for informed decision-making and strategic planning.

    Optimized Investment Portfolio

    Ensure investments align with financial goals, risk tolerance, and time horizon, maximising the potential for long-term wealth accumulation.

    Tax Efficiency

    Implement tax-efficient strategies to minimise tax liabilities, potentially increasing disposable income and enhancing overall financial efficiency.

    Improved Budgeting

    Identify opportunities for optimizing spending, creating a more effective budget, and ensuring financial resources are allocated efficiently.

    Risk Mitigation through Insurance

    Review insurance coverage to mitigate financial risks, ensuring adequate protection against unforeseen events and potential financial setbacks.

    Creditworthiness Improvement

    Monitor and improve credit scores through responsible financial practices, enhancing access to favourable credit terms and opportunities

    Emergency Preparedness

    Establish or reinforce an emergency fund to provide a financial safety net for unexpected expenses, offering peace of mind and security.

    Empowered Retirement Planning

    Develop a comprehensive retirement plan, including regular assessments to gauge progress and make adjustments as needed to meet retirement goals.

    Create a Roadmap for Operational Efficiency

    Conducting a Financial Health Check will help assess revenues and cost. Thus enabling us to create a plan for operations.

    process

    Financial Health Check

    process in 3 Simple Steps

    At Bright Accounts, we have seamlessly simplified the Financial Health Check journey. This makes your experience smooth, structured and easy.

    • Connect with Bright Accounts expert
    • We collect basic information
    • Gather required data
    • Review & Check-up
    • Review financial statements
    • Assess optimum metrics applicable to your business
    • Analyze metrics and results
    • Track various indicators
    • Create Plan of Action

    Bright Accounts will help you understand where you stand financially and make a plan to improve. Our goal is to empower you with the knowledge and tools to achieve your financial dreams.

    Your financial Health Check is performed by Chartered Accountants and Company Secretaries & Cost Accountants.

    Get Instant Quote

    financial advisory services

    Let us help you manage your money and assets efficiently

    Proper planning and allocation of funds can be quite nerve-wracking for anyone. A Bright Accounts Financial Advisor will advice you on how to manage your money and assets in a way that suits your financial goals. 

    Get financial advice

    benefits

    Why avail Financial Advisory Services

    The following are some of the short term and long term benefits of availing financial advisory services:

    Strategic Planning

    Financial advisory services offer personalized strategies tailored to individual goals. These encompass a comprehensive approach to financial planning, taking into account short-term needs and long-term aspirations.

    Continuous Monitoring

    One of the key benefits is the ongoing monitoring of financial plans. Advisors regularly review and adjust strategies based on changing economic conditions, market fluctuations, and shifts in individual circumstances, ensuring the continued relevance and effectiveness of the financial plan.

    Professional Expertise

    Access to seasoned financial advisors provides clients with valuable insights and expertise. These professionals bring a wealth of knowledge about market trends, investment opportunities, and financial instruments, enabling clients to make informed decisions.

    Long-Term Empowerment

    Financial advisory services empower clients to navigate and achieve sustained financial objectives. By providing guidance, support, and a roadmap for long-term financial success, advisors contribute to the overall financial well-being and security of their clients.

    Risk Mitigation

    Financial advisors assist in identifying and managing financial risks. Through proper risk assessments, clients can implement strategies to mitigate potential challenges and losses, ensuring a more secure financial future.

    Financial Success

    A Bright Accounts expert will help put all the pieces of the puzzle together so that you attain financial success. Because ultimately when your (company or individual) finances are sorted, growth becomes easier.

    process

    Get Financial Advise in

    in 3 Simple Steps

    Speak with a Financial Advisor to discuss or define your goals. The financial advice will be tailored to your needs and requirements. 

    • Connect with Bright Accounts expert

    Let's do this! speak with a financial advisor and to understand how best we can help you. This call is completely free.

    Let's start with a simple hello!
    • Review & Check-up
    • Discuss financial goals
    • Review finances
    • Analyze problem areas
    • Track various indicators
    • Create Plan of Action

    Bright Accounts will help you understand where you stand financially and make a plan to improve. Our goal is to empower you with the knowledge and tools to achieve your financial goals.

    testimonials

    What our clients say

    I work in a software company, my finances were a mess and I am about 31. Suraj listened to my concerns and created a financial plan. It has helped me structure my income where I am saving now. Wish you the best.
    Sanjeev Patil
    When creating our financial statements, they professionally advised us how best we can plan our small businesses finance. That was really appreciative of them.
    Bharat
    Bright Accounts did a health check of our company as part of a mandatory requirement needed by a registration body. We were happy with their service.
    Anish C
    These guys helped us structure our debt, revenue and cost. We saved money because of this by freeing some of the working capital. Good work Bright Accounts.
    Pravin Bagrecha

    Why Bright Accounts

    There are many reasons why clients choose Bright Accounts, but from our experience we have listed the four main reason why you should go with us.

    Bright & Knowledgeable

    Bright Accounts delivers high quality financial services by a team of bright and knowledgeable experts.

    Always happy to help

    Bright Accounts commit to provide dedicated support and assistance to our clients.

    Professional & Approachable

    We maintain a high level of professionalism while being easily approachable for our clients.

    Easy & Quick

    We focus on streamlining and simplifying the complex processes for our clients.

    Our financial advisors are not only certified Chartered Accountants but also have good experience.

    Schedule a call back

    Frequently Asked Questions

    A Financial Health Check provides valuable insights into your current financial situation, helping you make informed decisions, set financial goals, and plan for the future. It enables you to identify areas where you can optimize your finances and improve your overall financial health.

    Our Financial Health Check Service offers a comprehensive review of your financial situation, including analysis of income, expenses, savings, investments, debts, and financial goals. We provide personalized recommendations and strategies to help you achieve your financial objectives and improve your financial well-being.

    The duration of a Financial Health Check depends on the complexity of your financial situation and the scope of the assessment. Typically, we aim to complete the assessment within 1-2 weeks after gathering all the necessary financial information.

    Yes, we prioritize the confidentiality and security of your financial information. Our team adheres to strict privacy protocols and ensures that your financial data is handled with the utmost care and confidentiality throughout the Financial Health Check process.

    Bought Together

    There are many reasons why clients choose Bright Accounts, but from our experience we have listed the four main reason why you should go with us.

    Elevate Your Business with Virtual CFO Expertise

    Maximize your business potential with Bright Accounts' Virtual CFO Service. Our tailored financial guidance ensures strategic growth and profitability.

    Outsource Accounting & Bookkeeping

    Save valuable time, money and labor by outsourcing your accounting and bookkeeping tasks to Bright Accounts experts.

    Let's optimize your income tax

    Unlock the full potential of your finances with Bright Accounts' Income Tax Services. Our experts ensure maximum returns while minimizing liabilities.