CPA email marketing, for an accounting firm, is the deadline calendar sent to the client list: the filing dates, the estimated-payment dates, the year-end note, each to the clients it applies to. The send frequency sheet on this site works what that calendar costs the list in unsubscribes at the firm's own rate, the ROI sheet works what the year-end note returns in engagements, and the paid plan keeps the client with their entity type and their deadlines so each note goes to the right list.
A CPA firm's list is the deadline calendar
An accounting firm's deadline calendar sent to the client list; the free send frequency and ROI sheets work what the calendar costs and what the year-end note returns. This page supports the guide on what a CRM with email marketing must carry, and the figure it turns on is the one the send frequency sheet returns first. Bring your own counts: the rates on this site are never a benchmark, and the worked example's figures are arithmetic to replace with the business's own.
What the send frequency sheet works
Sends per week times weeks is the sends; the list times the unsubscribe rate per send times sends is the contacts lost, and the list less those is what is left, with the complaints per month beside it. On the worked example, two sends a week at 0.2% unsubscribes a send loses 1,040 of 5,000 contacts in a year, 87 a month, and leaves 3,960. For cpa email marketing, that is the figure to start from, and it takes a minute from the business's own numbers with no account.
Keeping the record
A sheet worked once is a guess made carefully; a sheet worked from the record every month is a measurement. For cpa email marketing the record is contacts with their consent, lists and segments, campaigns with their results and journey steps with their timing, and the paid plan on this site keeps it at one flat price with an export at any time, while the sheets stay free and need no account.
Questions people ask about cpa email marketing
What is cpa email marketing?
An accounting firm's deadline calendar sent to the client list; the free send frequency and ROI sheets work what the calendar costs and what the year-end note returns.
Which free sheet works the figure behind cpa email marketing?
The send frequency sheet: Two sends a week at 0.2% unsubscribes a send loses 1,040 of 5,000 contacts in a year, 87 a month, and leaves 3,960. Every input is yours and it computes on the page with no account.
Does Funnelvo publish benchmark rates?
No. Every rate on every sheet is the business's own, entered from its own sends; the defaults are a worked example to replace. The mailbox providers and the FTC publish the rules and the thresholds, and they are linked below.