Membership ROI calculator

See how CharterGroup membership pays for itself

Since 1986, CharterGroup Alliance has given independent chartered accountancy firms the buying power, specialist partners and support of a larger organisation, while they keep their independence.

Find out what membership could be worth to your firm in a few minutes.

Calculate your return How it works

How your return adds up

+Savings on services you already buy
+Lower marketing costs
+Training savings
+Income from client introductions
−Your membership fee
Your net returnYour figures
Your results are shown on screen and emailed to you.

Four ways membership pays for itself

You don't need to use everything. Savings on a few services you already pay for, plus a handful of client introductions, can be enough.

Partner savings

Free or discounted technical helpline, cyber security, PII benchmarking, HR support and AI training from vetted partners.

Free reviews and discounts

Your marketing team

Use our in-house marketing team for PPC, social media, blogs, SEO, design and landing pages at member prices.

PPC from £250 a month

Training

eLearning for your team from The Professional Alternative, free for six months and then at a discounted rate.

6 months free

Referral income

Introduce clients to specialists for work outside your core services and receive a referral payment or fee share. You keep the client.

Fee shares and referral fees

Our specialist partners include

  • HAT
  • Mitigo
  • QPI
  • Mercia
  • TTech
  • The Professional Alternative
  • Crofton Bradfield
  • Real Wealth
  • Swoop
  • Carma Fleet Management
  • GJC Advisory

How to complete the calculator

Six short sections. Estimates are fine, and cautious estimates give you a more realistic result.

It helps to have to hand

  • The number of partners in your firm
  • The suppliers you use now, such as your technical helpline, PII, cyber security and HR support
  • What you spend on marketing, such as PPC, social media, blogs and design
  • Your annual training spend and how many people it covers
  • A sense of how many clients a year might need help outside your core services

You don't need exact figures. Leave anything blank that doesn't apply.

  1. Your firmEnter your number of partners. This sets your membership fee.
  2. Services you already buyOnly switch on services you pay for now. A discount on something you don't need isn't a saving.
  3. Your marketingEnter what you pay now and we'll compare it with our member prices.
  4. TrainingAdd your yearly training spend and the number of people it covers.
  5. Client introductionsThink about a typical year, not your best one. A few introductions in one or two areas is often enough.
  6. Your resultsEnter your firm's name and email to see your return and get a copy to share with your partners.
Start the calculator

Your personalised ROI model

Tell us about your firm, switch on the services you already buy, enter what you spend now on marketing and training, and estimate your client introductions. Enter your email to see your personalised return and get a copy in your inbox.

Membership costs £450 a month, plus £10 a month for each additional partner. A four-partner firm pays £480 a month, or £5,760 a year. All fees exclude VAT.

Your firm

Savings: services you already buy

A saving only counts if you would buy the service anyway, so switch on the ones your firm already pays for.

Service Partner Member offer Do you use it now?
HAT technical helpline Risk and compliance HAT Free technical helpline
Mitigo cyber security Cyber security Mitigo Free cyber review + 10% discount
QPI PII review Insurance QPI Free PII benchmarking review
Mercia HR and practice support HR, practice support and CPD Mercia 10% discount on selected services
TTech AI Club and AI Academy Technology and AI TTech Free AI Club + discounted AI Academy

Savings: your marketing department

Members use our in-house marketing team at the member prices below. Enter what you pay now for any of these services and we'll compare it with our prices. If you spend more than £1,000 a month in total, you can have every service as one package for £1,000 a month.

Service Member price What you pay now
PPC management £250 a month
Social media management £250 a month
Blog content, one blog a month £100 a month
Technical SEO audit £100 once a year
Graphic design, full day (8 hours) £450 a day
Landing page creation £135 per page

Leave a row empty if you don't buy that service. PPC ad spend is separate from management fees.

Savings: training

Members get eLearning from The Professional Alternative: 6 months free, then a discounted rate. Tell us what you spend on training now and how many people it covers.

Income: client introductions

Estimate how many suitable clients you might introduce in a typical year. You don't need to use every partner: a handful of introductions is usually enough. Typical income per case is shown as a guide.

Opportunity What you receive Typical income per case When it's paid Expected cases a year
IHT and estate planning reports, where you have no in-house private client team Partner: Crofton Bradfield Fixed referral payment £150 Per completed report
Trust work 10% fee share £100–£450 The calculation uses £250 per case. When a report leads to trust implementation
Buy-to-let (BTL) incorporation 10% fee share £1,250 When the client proceeds with implementation
Complex IHT restructuring Partner: Crofton Bradfield & Real Wealth Fee share £3,500 When the client proceeds with implementation
Client funding: loans, asset and invoice finance, equity and grants Partner: Swoop Commission, or pass the saving on to your client £500 On successful completion, subject to partner terms
Car and van hire Partner: Carma Fleet Management Fixed fee £100 Per completed vehicle hire
Financial advice Partner: Real Wealth 25% of first-year fees £750 When a policy or investment is implemented
M&A advisory Partner: GJC Advisory 15–20% uplift on M&A advisory fees £2,500 Subject to partner terms

See your results

We'll show your personalised return here and email you a copy.

Frequently asked questions

How does CharterGroup membership pay for itself?

In three ways. Members save on services they already buy from our affinity partners, such as a technical helpline, cyber security, PII reviews and HR support. They use our in-house marketing team at member prices, with every service available as one package for £1,000 a month. And they can earn income by introducing clients to specialist partners for work such as IHT restructuring, buy-to-let incorporation, client funding and financial advice.

Who is CharterGroup for?

CharterGroup is a peer network of around 20 independent chartered accountancy firms, from £1.5 million to £10 million in fees. You stay fully independent: you keep your own name, your own brand and your own clients.

How much does membership cost?

Membership costs £450 a month, plus £10 a month for each additional partner. A typical four-partner firm pays £480 a month, or £5,760 a year. All fees exclude VAT.

Are the figures in the ROI calculator guaranteed?

No. All figures are illustrative. Actual savings and income depend on the services you use, each partner's current terms, client suitability and consent, and successful completion of the work.

Can accountants accept referral fees under ICAEW and ACCA rules?

Yes, provided you get client consent and disclose any referral fee or commission in line with your professional body's rules. Introductions for financial advice are made to an FCA-authorised firm; you introduce the client and do not give the advice yourself.