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CASE STUDIES

Real Businesses. Real Results.

The best way to understand what we do is to see it in action. These case studies reflect the kinds of engagements we regularly support — names and identifying details have been changed to protect client confidentiality.

Startup Advisory Case Study 01

From Idea to Incorporated — 90-Day Launch Support

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The Situation

A first-time founder preparing to launch a B2B SaaS business approached NVH six weeks before their planned go-live date. They had a product, early customers, and a co-founder — but no financial infrastructure in place.

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The Challenge

The founder needed company incorporation, a business bank account, an accounting system, a basic payroll setup for two employees, and clarity on VAT registration thresholds — all within a tight window and without prior experience of any of it.

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What NVH Did

We coordinated company formation, advised on the most appropriate VAT registration approach, set up cloud bookkeeping with automated bank feeds, implemented a two-person payroll, and delivered a 12-month financial model for investor conversations.

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The Outcome

The business launched on schedule. Within 60 days of incorporation, the founder had clean books, payroll running, and a financial model used to close their first angel investment round.

Relevant Service: Startup & Business Launch

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Virtual CFO Case Study 02

Bringing Financial Clarity to a 12-Person Professional Services Firm

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The Situation

A management consultancy with 12 employees had been growing steadily for three years. Revenue had nearly doubled — but profitability had stagnated and the directors did not have clear visibility of where money was being made or lost.

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The Challenge

The business had a bookkeeper producing quarterly accounts, but no management reporting, no budget vs actuals tracking, and no financial model. Directors were making major resourcing decisions without reliable data.

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What NVH Did

We established a monthly management accounts pack covering P&L by service line, utilisation rates, cash flow forecast, and a rolling 12-month budget. We also implemented a project-level cost tracking process that integrated with the firm's existing project management software.

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The Outcome

Within three months, the directors identified two service lines that were structurally unprofitable and reallocated resources accordingly. Gross margin improved by 9 percentage points in the following two quarters.

Relevant Service: Virtual CFO & Financial Management

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International Tax Case Study 03

Untangling a Complex Expat Tax Position

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The Situation

A UK national who had worked abroad for seven years returned to the UK and discovered they had unresolved tax obligations across two jurisdictions — as well as a UK rental property that had been managed informally during their time overseas.

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The Challenge

The client faced potential penalties for undisclosed overseas income, unrecorded UK rental income, and uncertainty about their UK tax residency position for prior years. The situation required careful sequencing and co-ordination across multiple tax years.

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What NVH Did

We conducted a full residency analysis using the Statutory Residence Test, prepared and submitted outstanding UK Self Assessment returns (four years), prepared a disclosure for the UK rental income, and coordinated with the client's overseas tax adviser to confirm treaty positions and avoid double taxation.

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The Outcome

All outstanding returns were filed. The disclosure was accepted by HMRC with no penalties applied. The client now has an ongoing annual self-assessment engagement and clarity on their tax position going forward.

Relevant Service: International & Expat Tax

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Client names and identifying details have been changed to protect confidentiality. Results represent the kinds of outcomes we regularly achieve but are not guarantees of future performance.

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Want Results Like These for Your Business?

Every engagement starts with a conversation. Tell us about your situation and we'll tell you honestly whether and how we can help — no pressure, no obligation.