CPA and accounting firm outreach is highly seasonal, peaking around tax deadlines and year-end. DealForge data shows accounting outreach achieves its highest conversion rates when timed to planning windows — Q4 for year-end tax planning, January for new client acquisition.
Based on cross-industry DealForge platform data (industry-specific data pending volume threshold). All data is anonymized and aggregated — no individual user or prospect data is exposed. Industries below the 50-send threshold use cross-industry platform averages. Data covers the trailing 12 months. Last updated: Q2 2026.
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Accounting and CPA outreach averages 40% open rate on DealForge. Seasonal timing is the single biggest lever — the same email sent in October (pre-year-end planning) outperforms the same email in July by 30–40%.
Accounting firm sequences average 2.9 follow-ups. A 3-touch cadence works well: initial pitch, a value-add (tax tip or calculator), and a low-pressure ask. Clients in this space have long relationship cycles.
9% on DealForge — above average. Year-end pushes during October–December see reply rates spike to 12–15%. Targeting specific business types (e.g., real estate investors, e-commerce brands) rather than generic "small business owners" improves reply rates significantly.