Building a Profitable Non-Financial Accounting Service

Many firms are now developing their approach to offering non-financial accounting services, starting with GHG accounting. Use this checklist to set up your firm for success.

Step 1: Set Expectations

Do

✅ Clearly define who is responsible for driving revenue from this new service and ensure everyone in the firm understands their role.

✅ Set quarterly revenue targets or a goal for the percentage of existing clients who will become GHG accounting clients.

✅ Engage partners and directors with one-on-one meetings to explain the value, coach them on messaging, and secure their support.

✅ Schedule a GTM meeting with Sumday for partners and directors to ask questions and gain clarity.

✅ Send an email to partners and directors confirming their role in raising this service with clients. Include resources to support them.

Example Email to Partners and Directors

Hi [Partner]

In good news, we’re now offering non-financial accounting services to clients, partnering with Sumday. Examples of the deliverables and the value to clients is outlined in the attached summary.

This is new to many teams, and it’s likely clients may need assistance in this space and not realise this is something we can support them with.

These services are valuable for most clients the firm has, and so we are requesting your engagement and support to raise this opportunity with your clients. To do that with confidence, we are sharing resources and you can also complete an Introduction to Carbon Accounting course and access go to market resources in Sumday. Please let us know if you would like to start the course, it can be worked through in your own time.

We’re looking forward to rolling these services out across the firm, adding value to clients and providing opportunities for high impact work for our staff. We expect this service to be valuable in recruitment and retention across the firm as well.

Please reach out if you have any questions and feel free to attend the next GTM session with Sumday where you can ask questions about this work and the value to clients on [insert date with link].

Many thanks

[you - the carbon accounting champion!]

Don’t