Membership ROI Calculator

From the team behind CharterGroup Alliance, est. 1986

The backing of a bigger firm, built for independent practices

Goldsmith Alliance is a new UK network for independent accountancy practices with annual fee income typically between £300,000 and £1.5 million. Members get a team to call on, trusted specialist partners and practical support to grow. For a typical firm, the savings and referral income cover the cost of membership.

Founder places open until 31 December 2026, at £250 a month for your first year.

What membership includes

  • A team to call on, from business development to marketing
  • Free and discounted services from vetted partners
  • Referral income when you introduce clients to specialists
  • CPD, peer groups and events, shaped by founder members
  • Support to grow, merge or plan succession

The people and principles behind a new network for independent accountancy practices.

Vetted specialists who save you money and reward you for client introductions.

Peer-led groups, events and CPD for practices facing the same challenges as you.

Questions about membership? Send us a message and we'll get back to you.

See what membership could be worth to your practice in about two minutes.

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Membership ROI calculator

See how Goldsmith Alliance membership could pay for itself

Goldsmith Alliance is a UK network for independent accountancy practices, from sole practitioners to multi-partner firms. For most members, membership returns more than it costs in the first year.

You don’t need to use every service or make lots of referrals. Savings on two or three services you already pay for, plus a handful of suitable client introductions, is usually enough.

1

Save on services you already buy

Free or discounted access to services most practices pay for anyway, including a technical helpline, cyber security reviews, PII benchmarking, HR support, CPD and AI training.

2

Earn from client introductions

Introduce clients to vetted partners for work outside your core service, such as estate planning, incorporation, lending and financial advice, and receive a referral payment or fee share. You keep the client relationship.

£1,850

Net gain in the first year for our example firm, after the membership fee, rising to £5,850 a year as its introductions build up.

Founder rate: £250 a month

For your first 12 months if you join by 31 December 2026 (£300 a month from 1 January 2027). Fees exclude VAT.

Calculate your return in about two minutes

  1. Tick the services you already buy.
  2. Estimate how many client introductions you might make in a typical year. Be conservative.
  3. Enter your practice name and email to see your results and get a copy by email.

Your personalised ROI model

Tick the services you already buy and estimate your client introductions. Enter your email to see your personalised return and get a copy in your inbox.

Firms that join by 31 December 2026 become Founder Members and pay £250 a month (£3,000 a year) for their first 12 months. Standard membership is £300 a month (£3,600 a year). All fees exclude VAT.

Savings: services you buy now

A saving only counts if you would buy the service anyway, so switch on the ones your practice 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
AVN membership Practice development AVN Discounted membership
Online CPD clubs Goldsmith Alliance Free
SEO audit and marketing support Marketing support Goldsmith Alliance Free SEO audit + discounted rates
T-Tech AI Club and AI Academy Technology and AI T-Tech Free AI Club + discounted AI Academy
Annual conference Goldsmith Alliance Discounted rate vs industry conferences
The Professional Alternative training Soft skills training The Professional Alternative £6 per seat per month

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 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
BTL Property Incorporation 10% fee share £1,250 When the client proceeds with implementation
IHT restructuring Fee share £3,500 When the client proceeds with implementation
Client lending and grants Fee share (varies) £500 On successful completion, subject to partner terms
Car and van hire Partner: Carmafm 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

See your results

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

Frequently asked questions

How does Goldsmith Alliance membership pay for itself?

Membership pays for itself in two ways. First, members get free or discounted access to services many practices already buy, such as a technical helpline, cyber security, PII reviews, HR support and CPD. Second, members can earn referral income by introducing clients to vetted partners for work such as estate planning, incorporation, lending and financial advice.

Who is Goldsmith Alliance for?

Goldsmith Alliance is a UK membership network for independent accountancy practices that want the buying power, partner network and support of a larger firm while keeping their independence.

How much does membership cost?

Firms that join by 31 December 2026 become Founder Members and pay £250 a month (£3,000 a year) for their first 12 months. Standard membership is £300 a month (£3,600 a year) for firms joining from 1 January 2027. 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. We provide template disclosure wording as part of onboarding. Introductions for financial advice are made to an FCA-authorised firm; you introduce the client and do not give the advice yourself.