Financy — Integrated Business Advisory
Pricing & packages

Start with a clear outcome and define the scope before any commitment.

Packages organise common starting points. Actual scope, responsibilities, timing and fees are confirmed through a written proposal and engagement.

How engagement begins

Start with a conversation, not a price list.

Every engagement is scoped to your situation. After an initial conversation, Financy confirms the responsibilities, timeline and fee in a written proposal. We acknowledge enquiries within the same business day.

Four ways to begin

Professional packages, not a retail checkout.

Choose a useful starting structure. Financy will confirm the actual responsibilities, volume, timing, risks and connected requirements before issuing an engagement.

PKG-01 · Establish and organise

Business Launch

A coordinated starting package for a new or changing business, bringing formation, finance setup and the first compliance map together.

Next stepInitial conversation, then written proposal
Engagement rhythmOne-time project
Included starting scope
  • ✓Formation and registration coordination
  • ✓Opening finance and accounting-system structure
  • ✓Initial tax, VAT, payroll and NSSF requirements map
  • ✓Document checklist, responsibilities and next-action plan
Best for

Founders establishing a company or formalising an early-stage operation.

No payment today. After an initial conversation, scope and fees are confirmed in a written proposal.

PKG-02 · Run finance with discipline

Finance Control

Recurring accounting, reporting and compliance coordination designed to create reliable records, a controlled close and clearer management information.

Next stepInitial conversation, then written proposal
Engagement rhythmMonthly engagement
Included starting scope
  • ✓Monthly bookkeeping and reconciliations
  • ✓Management reporting and review rhythm
  • ✓Compliance calendar and evidence organisation
  • ✓Open-item, issue and responsibility tracking
Best for

Operating SMEs that need dependable monthly finance operations.

No payment today. After an initial conversation, scope and fees are confirmed in a written proposal.

PKG-03 · AI, OCR and automation

Intelligent Operations

AI & Automation

A controlled automation journey from opportunity assessment to one practical pilot, with human review, exceptions and ownership designed from the start.

Next stepInitial conversation, then written proposal
Engagement rhythmAssessment and phased project
Included starting scope
  • ✓Business and automation opportunity assessment
  • ✓One priority workflow and OCR/AI pilot design
  • ✓Human-review, exception and approval controls
  • ✓Implementation roadmap, acceptance criteria and support options
Best for

Teams handling repetitive documents, approvals, reconciliations or reporting.

No payment today. After an initial conversation, scope and fees are confirmed in a written proposal.

PKG-04 · Senior decision support

Advisory Partner

A recurring senior-finance relationship connecting forecasts, cash, performance and the management actions needed to move the business forward.

Next stepInitial conversation, then written proposal
Engagement rhythmMonthly or quarterly engagement
Included starting scope
  • ✓Management meeting and decision agenda
  • ✓Cash, forecast and performance review
  • ✓Action register with owners and due dates
  • ✓Connected finance, automation and risk priorities
Best for

Owners and leadership teams that need regular CFO-level support without a full-time hire.

No payment today. After an initial conversation, scope and fees are confirmed in a written proposal.

How engagement begins

Start with a conversation.

Choose the package that best matches your needs. After an initial meeting or conversation, Financy will confirm the appropriate scope, responsibilities, timeline and fee in a written proposal.

Initial conversation

We discuss your objective, business context and priorities.

No payment at this stage

Defined scope

Financy confirms the work, responsibilities, assumptions and timing.

No payment at this stage

Written proposal

You receive the confirmed scope and fee before deciding whether to proceed.

No payment at this stage
Optional scope

Add only what the engagement needs.

Add-ons remain separately identified so clients can distinguish the core responsibility from volume, specialist or support extensions.

ADD-04Available by request

Additional entity or location

Separate records, reconciliations, close steps or reporting structure.

Unit: Entity or operating unit
ADD-05Available by request

Forecast & performance pack

Cash forecast, performance analysis, scenarios and management commentary.

Unit: Monthly or quarterly pack
ADD-06Available by request

Historical clean-up or migration

Controlled clean-up, opening balances, migration and evidence gaps before recurring work begins.

Unit: Defined project
ADD-03Available by request

OCR processing capacity

Additional controlled extraction volume, exception review and agreed retention.

Unit: Document-volume band
ADD-02Available by request

Payroll, people & NSSF

Employee lifecycle, payroll processing and connected NSSF responsibilities.

Unit: Employee band
ADD-08Available by request

Priority support window

An agreed response and escalation structure for time-sensitive work.

Unit: Agreed support period
ADD-07Available by request

Team training

Role-based training on finance processes, controls, accounting systems, data or automation.

Unit: Programme or workshop
ADD-01Available by request

VAT & tax compliance support

Preparation, review, evidence and filing support according to the approved engagement.

Unit: Return or recurring cycle
Always shown separately

Professional fees are not government fees.

Government, authority, notary, legal, translation, courier, software, payment-provider and other third-party charges are identified separately. They are not silently included in a Financy fee.

Controlled acceptance

A click does not create an engagement.

Financy must confirm scope, capacity, conflicts, KYC requirements, responsibilities and terms, and issue a written proposal, before any work begins. Submitting a request does not create an engagement or fix a fee.

Packages last reviewed 09 August 2026Final price confirmed with you before any engagement begins
Before you ask

Common questions about starting with Financy.

Is the first conversation free?

Yes. The initial conversation is to understand your objective and business context. There is no charge and no obligation to proceed.

Does requesting a package commit me to anything?

No. Submitting a request does not create an engagement or fix a fee. Work begins only after you accept a written proposal.

When will I know the fee?

After the initial conversation, once the scope is clear. Financy confirms the responsibilities, timeline and fee in a written proposal so you can decide with the full picture in front of you.

Why are prices not published on this page?

Because an honest fee depends on your volume, complexity, number of entities and the state of your existing records. A published figure would either be wrong for most businesses or so hedged that it tells you nothing.

Are government and third-party charges included?

No. Government, authority, notary, legal, translation, courier and software charges are always identified separately. They are never silently folded into a Financy fee.

What happens after I send a request?

We acknowledge enquiries within the same business day and arrange the initial conversation. Before an engagement begins we complete standard client identification and conflict checks, as professional requirements in Lebanon expect.

Can I change package later?

Yes. Packages are starting structures, not fixed contracts. Scope is confirmed in writing and can be revised as your business changes.

What if I am not sure which package fits?

Use Build My Starting Scope for a recommendation without sending any information, or simply request a conversation and describe the situation in your own words.

Need a tailored starting point?

Build a package recommendation without sending or saving information.

Build Your Financy Package