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Carbon Neutrality Advisory Template

Download your free Carbon Neutrality Advisory template to personalize and use in your bookkeeping or accounting firm.

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Download Carbon Neutrality Advisory Template

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A preview of the templateCarbon neutrality advisory (by RyeStrategy)Ready to Start2 AutomatorsSchedule the client initial kick-off call with the client executive sponsorship team and RyeStrategyCompletedHKick-off3 AutomatorsComplete the initial kick-off call (executive buy-in)CompletedUPrep (data collection — step 1)2 AutomatorsComplete the data collection prep call (working team)CompletedA

About this template

This template is designed to help you leverage Karbon and environmental consulantcy, RyeStrategy, provide your clients with the guidance to become carbon neutral.

This template includes assistance with:

  • Annual carbon footprint statements (reported in the Scope 1, 2, and 3 format, per the Greenhouse Gas Protocol).
  • Customized offset portfolios to directly balance calculated footprints through certified investments in carbon-reducing projects, such as reforestation initiatives and renewable energy infrastructure development.
  • Tailored mitigation strategies to lower operational emissions, matched to each client's top 10 most emitting carbon footprint categories.
  • Marketing campaigns and consulting, to optimally communicate your clients' environmental achievements to key stakeholders.

Utilize the following resources provided by RyeStrategy to help you market, sell, service and support clients:

About RyeStrategy RyeStrategy is an environmental consultancy working to aid small to medium-sized software and professional services organizations through carbon neutrality solutions.

Their services include annual carbon statements, mitigation strategies, custom offset portfolios, and advice on leveraging carbon neutrality for optimal business outcomes. With staff on-call to guide you and your clients throughout the process, RyeStrategy's offering is interactive, affordable, and efficient.

For further materials, marketing assistance, or to partner with RyeStrategy for providing your clients with carbon neutrality advisory services, please contact info@ryestrategy.com

How to use this template

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Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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A preview of the templateCarbon neutrality advisory (by RyeStrategy)Ready to Start2 AutomatorsSchedule the client initial kick-off call with the client executive sponsorship team and RyeStrategyCompletedPKick-off3 AutomatorsComplete the initial kick-off call (executive buy-in)CompletedAPrep (data collection — step 1)2 AutomatorsComplete the data collection prep call (working team)CompletedS

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About RyeStrategy

RyeStrategy is an environmental consultancy working to transform the software industry through carbon neutrality services.

Practice Management
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