Consultancy & Advisory Services
Strategic financial insight for owner‑managed and growing businesses
At Halliday Styan Chartered Accountants, our business consultancy and advisory services provide clear, practical financial insight for founders and owner-managed businesses.
If you’re growing, restructuring, preparing for investment, or simply dealing with increasing financial complexity, we work alongside you as a proactive finance partner. We work alongside you as a proactive finance partner, from strategic finance advice and financial modelling through to fractional CFO support.
Our advisory work goes far beyond compliance: it’s hands-on, commercial, and designed to help you make better decisions without needing a large internal finance team. Our business advisory services and finance consultancy support businesses at every stage of growth, from financial modelling and cash flow forecasting through to fractional CFO services, management reporting, and audit readiness support.
Where appropriate, our consultancy work sits alongside our core accountancy and tax services, ensuring your financial reporting, compliance, and advisory support are fully aligned.
Why Halliday Styan Chartered Accountants for consultancy and advisory work
Our consultancy services are delivered directly by our Partners, not delegated to junior staff.
All Partners at Halliday Styan are ACA Chartered Accountants, trained at Big 4 firms, with decades of combined experience advising businesses ranging from start‑ups and charities through to complex, multi‑entity groups. We bring this depth of experience to smaller and medium‑sized businesses in a way that is commercial, proportionate, and practical.
Clients choose us because:
You receive partner‑led advice, with a single point of contact
We combine technical accounting expertise with real‑world business understanding
We explain complex matters clearly, without unnecessary jargon
Our advice is focused on decisions and outcomes, producing reporting only where it drives clarity, action, or stakeholder confidence.
We work with businesses across the UK and support clients remotely or in person as needed.
What you’ll get from our consultancy
Our consultancy is designed to create measurable improvements in financial control and decision-making. Depending on your needs, outcomes may include: clearer cash flow visibility, more reliable forecasts, stronger financial controls, improved board reporting, and a finance function that is scalable as you grow.
Financial and structural advisory
We support businesses through change, growth, and complexity, including:
Business and group restructurings
Legal entity rationalisation
Consolidation of multiple companies or entities
Transfer pricing support for inter‑company arrangements
Accounting for acquisitions, restructures, and contingent consideration
Our role is to help you understand the financial and accounting consequences before decisions are made, so there are no surprises later.
Technical accounting and specialist support
We Owner‑managed businesses increasingly face technical accounting issues that are often associated with much larger organisations. We help you navigate these areas with confidence, including:
Defined benefit pension scheme accounting
Complex tax and deferred tax considerations
Accounting policy development under UK GAAP / FRS 102
Capitalisation of internally developed software and systems
We translate technical requirements into clear, workable solutions that are appropriate for the size and complexity of your business.
Finance function, controls, and audit readiness
We frequently act as an extension of a client’s existing finance team, particularly where capacity or specialist knowledge is limited. Our support includes:
Pre‑audit readiness reviews before external audit
Review and design of financial control frameworks
Internal audit or independent review support
Acting as interim or overflow finance support during busy periods
This is particularly valuable for growing businesses that need stronger financial processes but are not yet ready to hire a full finance team.
Forecasting, budgeting, and FP&A
Clear, forward‑looking financial information is essential for good decision‑making. We help businesses move beyond historic reporting by providing:
Forecasting and budgeting models
Cash‑flow modelling and scenario planning
FP&A support and improved management information
Board‑level reporting and financial insight
Funding and investment readiness (investor reporting packs, KPI dashboards, forecast support)
Our models are practical and designed to be used by the business, not kept on a shelf.
This work often builds on and enhances your existing accounts and financial reporting, ensuring your forward-looking analysis is aligned with your underlying financial data.
“Proactive, precise, professional. Halliday Styan created new management accounts and a quarterly finance update that allowed me to better understand my finances. They also helped me plan my 2026 budget and identify where I can focus to increase my profits.”
Adam Knight, Director - Nefarious Design Ltd (London)
Examples of our advisory work and reviews
Our consultancy is always bespoke. Recent examples of the type of work we undertake include:
Building a charity’s cash flow forecast model from scratch and embedding a tool that is now used monthly to manage finances
Building a detailed reserves and profit retention model to help a business determine how much profit should be retained to support long‑term sustainability
Designing an LLP profit allocation model to align partner reward with contribution, growth, and long‑term objectives
These projects typically sit alongside day‑to‑day accounting support, providing clients with a much deeper understanding of their financial position.
Trusted by business owners across London, Surrey, and the South West
We work closely with founders and business owners to provide clear, actionable financial advice that supports growth and long-term success.
“They developed a new cashflow model for us, improving the accuracy and efficiency of our financial reporting and projections. We are extremely happy with what they delivered and they are a pleasure to work with.”
Rachel Clare, Head of Business Development - The Choir with No Name (Charity)
Who we help
Who we work with
Our consultancy and advisory services are designed for:
Owner-managed businesses and growing SMEs
Founder-led companies without a full internal finance team
Businesses preparing for growth, investment, or restructuring
Companies needing senior financial input without hiring a full-time Finance Director
Is our consultancy right for you?
Our advisory services are particularly well suited if:
You are a founder or owner‑manager who wants clearer financial insight
Your business has grown and financial decisions are becoming more complex
You do not have a large internal finance team, but need senior‑level support
You want proactive advice, not just compliance and reporting
We regularly work with businesses with small teams (including 5‑employee and similar‑sized businesses) as well as more established owner‑managed companies.
As ICAEW Chartered Accountants, our advice is delivered to the highest professional and ethical standards, giving you confidence in the quality and reliability of our work.
For founders at an earlier stage, we also provide dedicated support as accountants for start-ups and entrepreneurs in the UK, covering company formation, tax setup, forecasting, and ongoing advisory as your business grows.
How we work
Our consultancy engagements are tailored to your needs but typically follow a clear structure:
An initial consultation to understand your business, challenges, and objectives
A clearly scoped advisory engagement, with agreed outputs
Practical recommendations supported by clear analysis
Ongoing support where needed, either project‑based or on an ongoing basis
We focus on delivering advice that you can actually implement. Our consultancy services can be delivered on a fixed project basis, as ongoing advisory support, or through a flexible monthly retainer, depending on your needs and stage of growth.
We support owner-managed businesses across the UK, with a strong presence in South West London, Surrey, as well as Devon and Cornwall. Our local expertise means we understand the needs of businesses in these regions, while still providing UK-wide, partner-led consultancy, and advisory support.
“They provided invaluable advice as I started my business, helping with incorporation and guiding me through each step in plain English. I couldn’t have done it as well without them.”
Ben Morris, Director - BM Podiatry Ltd (Surrey)
Book a Free Consultation
We offer a free initial consultation to discuss your business, understand your challenges, and explore how our consultancy and advisory services could support you.
If you are looking for clear, partner‑led financial insight to help your business grow with confidence, we would be delighted to speak with you.
Book your free consultation using the form below and a Partner will be in touch.
Consulting and advisory FAQs
Do you work with businesses across the UK?
Yes. We act as UK‑wide business accountants using secure cloud accounting systems, with optional in‑person meetings available in selected locations including South West London, Surrey, Devon and Cornwall.
Do you offer in‑person meetings?
Yes. In‑person meetings are available via our local partners based in South West London, Surrey, Devon and Cornwall.
What is a fractional CFO service?
A fractional CFO provides senior financial leadership on a part-time or flexible basis, giving you access to strategic financial expertise without the cost of a full-time hire.
Do you work with our existing accountant or finance team?
Yes. We often work alongside existing accountants or internal teams, providing additional capacity, technical expertise, or strategic input where needed.
How are consultancy projects priced?
Pricing depends on the scope and complexity of the work. We offer fixed-fee projects, ongoing advisory support, and monthly retainers following an initial consultation.
Can you support a business remotely?
Yes. We work with clients across the UK using a combination of remote collaboration and in-person meetings where required.