LEAN Financial and Professional Advisory

Financial and professional advisory expertise
Supported by technology

We help businesses understand their financial position, develop their operations and make informed decisions through financial and professional expertise supported by technology.

Our Accredited Services

Integrated advisory solutions tailored to your company's financial, administrative and governance needs

Business Financing Readiness Advisory

We help your business access the right financing on the best terms by preparing a professional credit file that reflects your true financial standing and boosts approval chances with lenders and banks.

  • Stage one | Initial study and assessment
  • Stage two | Financial analysis and diagnosis
  • Stage three | Raising credit readiness
View full details Request this service

Zakat and Tax Advisory

We provide zakat and tax advisory compliant with ZATCA regulations, protecting you from risks and penalties and ensuring full compliance while optimizing your tax position.

  • Objections & appeals
  • Resolving discrepancies
  • Returns preparation & review
View full details Request this service

Contractor Qualification & Classification Advisory

Raise your establishment's readiness for classification and open the door to bigger opportunities. We assess where your establishment stands, identify the gaps holding back its classification or its upgrade, and work through the financial, technical and administrative requirements to reach the classification grade you are targeting — strengthening its chances of qualifying for and competing on larger projects that match its capacity.

  • Establishment assessment
  • Classification file preparation
  • Grade upgrade advisory
View full details Request this service

Feasibility Studies & Financial Models

We build accurate feasibility studies and financial models that help you make confident investment decisions and convince lenders and investors of your project's viability.

  • Accredited feasibility studies
  • Financial models & projections
  • Sensitivity & break-even
View full details Request this service

Accounting and Financial Reorganization

We resolve the problems and gaps in your accounts and financial data, help your establishment correct its financial position, supervise the preparation of its financial statements, and raise its readiness for the requirements of government, regulatory and financing bodies. The result: better-ordered accounts, financial statements and data that are more complete and more reliable, and an establishment better prepared to deal with the bodies that matter to it.

  • Diagnosing and correcting the accounts
  • Cleaning up records and financial data
  • Supervising the preparation of financial statements
View full details Request this service

Financial Transformation and AI Advisory

We help your business improve its finance operations and use technology and AI to organize data, improve reporting and support decisions. We assess current processes and systems, identify suitable opportunities, and develop a phased transformation plan that considers data quality, confidentiality and human review. The result is a clearer roadmap for more effective financial operations and information.

  • Financial transformation readiness
  • Financial workflows and procedures
  • Reporting and dashboards
View full details Request this service

Cost Management and Pricing Advisory

We help your business understand product and service costs, identify pressure on margins and develop pricing decisions supported by data. We review cost elements and allocation methods, analyze profitability using the available information, and develop cost models and pricing policies suited to the activity. The result is a clearer basis for pricing, profitability monitoring and informed decisions.

  • Cost structure analysis
  • Product and service costing
  • Profitability and break-even analysis
View full details Request this service

Organizational Transformation and Operational Efficiency Advisory

We help your business improve how it operates by assessing its organization and processes, identifying overlaps, delays and waste, and preparing a practical improvement plan. We review roles, authority, procedures and performance measures and connect improvements to business goals and priorities. The result is clearer responsibilities, more consistent procedures and better oversight of performance and change.

  • Organizational and operational assessment
  • Roles and authority
  • Policies and procedures
View full details Request this service

Contract and Financial Claims Management Advisory for Contractors

We help contractors organize the financial aspects of their contracts, monitor receivables and document financial claims. We review terms affecting cash flow and costs, analyze payment certificates, variations and the financial effects of delays based on available records and contract terms, and organize supporting information. The result is a clearer financial view of the project, more systematic receivables monitoring and an organized financial claim file to support decisions.

  • Financial review of contracts
  • Project costs and cash flow
  • Payment certificates and receivables
View full details Request this service

Our Partners

Proud to work with the leading companies and institutions in Saudi Arabia

Hover over the logos to pause

What Our Clients Say

Our partners share their experience of financial empowerment and sustainable growth with us

"Lean's advisory changed how we manage our finances. The results were clear and tangible within a few months."

Mohammed Al-Otaibi

CEO • Leading tech company

"A highly professional team with a deep understanding of the Saudi market. Strongly recommended for any company seeking growth and financing."

Fatimah Al-Doaie

CFO • Investment firm

"Their governance and compliance services helped us pass every audit successfully. Thank you for the continuous support."

Ahmed Al-Sultan

General Manager • Import & export company

"Their cash-flow management and financial modeling solution saved our company from a liquidity crisis. Thank you for the professionalism and speed."

Sarah Al-Harbi

Founder & CEO • Digital startup

Officially Licensed & Certified
Commercial Registration

Commercial Registration

١٠١٠٥٦١٨٩٣

Professional License

Professional License

٩٦٨١٠٢