In Part 1 of this article on ways to improve your accounting business presence online, we provided in-depth information on the following areas:
- Online Challenges For Accountants
- Opportunities For The Accounting Profession In The Web Economy
- Improve Your Website Pages
- Improve Your Web Content
In this section, we discuss more ways to grow your accounting business online. Areas covered include:
- Ways Of Improving Traffic With WordPress
- How To Generate More Leads & Enquiries
- WordPress Plugins For Improving SEO, Creating Better User Engagement And Traffic Generation
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For more information about WordPress plugins and themes, see the articles below:
Your Accounting Website – Improving SEO, Increase User Engagement And Increase Web Traffic Generation With WordPress Plugins
Your web traffic is an integral part of your online business growth. This section will help you improve your web traffic.
Optimizing Your Site For Search Engines
There are many ways WordPress can help to improve SEO:
- URLs – Set the permalinks to create search engine-optimized URLS for your articles and posts.
- Tags – WordPress lets you specify the keywords that you want search engines to index your posts for.
- Post Categories – Add search engine-friendly categories for keeping your content organized and easy to find.
- Post Excerpts – Set descriptions for your posts that will show to search engine users.
- Images – add search-optimized titles to your images for improved search engine results.
- Content Linking – WordPress provides a built-in feature that lets you easily create internal links
- Post Notification – Set up your WordPress site to automatically notify other search directories immediately upon publishing new content on your site.
WordPress Plugins That Can Help Improve Search Engine Optimization, Improve User Engagement And Increase Visitors To Your Site Generation
In addition to the built-in features of WordPress, the WordPress development community makes available a number of plugins that improve your website’s SEO, increase engagement and drive more traffic to your business.
For example, here are some plugins you can use to improve your website’s SEO:
- Yoast SEO – WordPress SEO plugin
- Google XML Sitemaps – WordPress sitemap plugin (for search engines)
- Page-List – WordPress site map plugin (for visitors)

(A plugin like Yoast SEO can improve your site’s SEO)
Other things you can do to improve your accounting or financial services site’s SEO, increase engagement and drive more traffic to your business are to add a forum, newsletters, commenting, and social sharing features. Here are some more powerful WordPress plugins that can help:
- BuddyPress – This free WordPress plugin helps you set up and run a social networking community on your website, with member profiles, activity streams, user groups, messaging, and more.
- bbPress – This free plugin helps you set up and manage your own community forum on WordPress.
- E-Newsletter – E-Newsletter allows you to send professional email newsletters, track results and manage subscribers from your WordPress dashboard.
- Disqus – use this WordPress plugin to power discussions and increases user engagement on your website.
- Monarch – This plugin lets you add social sharing features and buttons to your site.
(You can easily add social features to your website using free or inexpensive WordPress plugins)
Generate More Leads & Enquiries
This section will show you how to improve sales and generate leads and enquiries.
Providing A Newsletter
Adding a newsletter is a great way to build a subscriber list. It] provides many benefits and advantages, like:
- Drives targeted traffic
- Keeps your business at the forefront of your reader’s minds
- Provides updates that could save businesses time and money
- Provides a targeted marketing channel
- It’s a way to offer special products or services to a select audience
- Increases user interaction
- Provides another way for subscribers to share your content
One of the things you can do to get visitors to subscribe to your newsletter is to provide high value information and offer users free gifts in exchange for their personal details. This could be a time-saving guide, checklists for handling finances, access to financial calculators, discount coupons, membership access to subscriber-only content, contests, etc.
Provide Contact Forms
A contact form makes it easy and simple for readers to get in touch with you. Users can raise problems, contact specific departments, ask for quotes, and more.
Contact forms provide a number of benefits and advantages, like:
- Reduces spam
- Automated response
- Gives you control over what is sent to you
- You can keep your email address private
- Can be added to any page or post
- Improves the professional look of your website
- Convenience for users
A very popular WordPress contact form plugin is Contact Form 7.
Contact Form 7
(Contact Form 7 Plugin For WordPress)
This plugin lets you create multiple contact forms to your site, customize the form and the mail contents, add fields, and more.
The plugin supports international languages, Ajax-powered submitting, CAPTCHA, spam filtering and so on.
Another option you may want to consider is to segment your contact form so prospects can select which department they want to contact. This ensures that contact form requests reach the right person.
Add A Map
Adding a map helps your visitors and customers find you.
Maps are a very useful tool for several reasons:
- Maps help to improve local SEO
- Helps visitors find your office easily
- Display location of events

(Adding a map helps your visitors and clients find you)
Some of the most popular map plugins include:
- Google Maps
- Advanced Google Maps Plugin for WordPress
- WP Google Maps
- Comprehensive Google Map Plugin
How To Improve Search Engine Optimization, Improve User Engagement And Increase Web Traffic Generation Using Plugins And Themes
Accounting And Financial Services Plugins For WordPress
WordPress makes available a number of plugins you can add to your site that will immediately add a range of functional tools for site visitors. Here are just some of the plugins you can choose from:
Calculator Pro Calculators
(Calculator Pro Calculators WordPress Plugin)
This plugin provides a free collection of 400+ calculators. You can embed them into your pages, posts, or sidebars using shortcodes. It also supports internationalization
Most of the calculators aren’t focused on accounting, but there are quite a few you can use for:
- Mortgage
- Rate of return
- CD
- Equity
- And many more
For more details, go here}:
Show Stock Quotes
(Show Stock Quotes Plugin)
This plugin lets you add a widget that displays up to 20 different stock quotes per portfolio. You can show as many widgets as you want.

(Show Stock Quotes Plugin – Stock Portfolio)
For more details, go here}:
Custom Stock Ticker
(Custom Stock Ticker Plugin For WordPress)
With this plugin you can place a custom stock ticker on any page, post, or sidebar with shortcodes.
Custom Stock ticker includes loads of customizable features. Choose from built-in skins or customize it yourself. It’s easy to customize it so it matches your site. You can also add custom stocks to specific categories.
Customize the appearance by changing speed, symbols, colours, etc.
For more details, go here}:
Finance Calculator
(Finance Calculator Plugin)
This free calculator allows your users to calculate indicative repayments online. It’s great for calculating repayments on automotive loans, real estate, or other large loans.

(Finance Calculator Plugin For WordPress – Loan Calculator)
Finance Calculator also contains an application form that will send a message to the email address you specify.
Other features of this plugin include showing payment protection, calculating 12 to 60 months loans and creating forms that can be placed in any page or post.
For more details, go here}:
WP-Invoice
(WP-Invoice Plugin)
WP-Invoice lets WordPress blog owners send itemized invoices to their clients.
This plugin lets you integrate billing into WordPress. You can send itemized invoices, set up recurring billing and expand plugin functionality with free and premium add-ons, like business location, electronic signature, PDF creation, quote creation, single-page checkout forms, and more.
The plugin ties into WP’s user management database to keep track of clients and their information, and integrates with payment processors like PayPal, Authorize.net, Stripe, 2Checkout, Interkassa, and several others.
Plugin features include adding custom payments and charges, inserting pre-defined line items and discounts, viewing invoice status and progression, easily filtering and finding invoices, showing invoice receipts and invoice history, creating email notification templates, accessing reports (collected vs uncollected invoices, ten most valuable clients and top grossing line items), and more..
For more details, go here}:
All In One Business Management Application
(All In One Business Management Application WP Plugin)
This complete business management solution includes accounting management, invoicing, order management, help desk with knowledgebase and ticketing management system, CRM and lots more.
(All In One Business Management Application Plugin – Client Invoice)
All In One Business Management Application supports different languages, is fully customizable and provides additional tools such as document management, notice board, and more.
For more details, go here}:
iBilling – Accounting And Billing Software
(iBilling – Accounting and Billing Software WP Plugin)
This is a scalable business software that lets you manage and communicate with customers, tracks your company’s net worth and cash flow, send single-click payment reminders and payment confirmations, and lots more.
(iBilling – Accounting and Billing Software – Client Invoice)
It integrates with several online payment gateways.
For more details, go here}:
WordPress Themes - Accounting Businesses
To benefit the most from using WordPress, it’s best to choose a theme specifically for accounting businesses. Here is a look at some of the best accountancy themes available. These themes allow you to own a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of web design.
Accounting Pro
(Accounting Pro Theme For WordPress)
Accounting Pro is an inexpensive turn-key theme built for accountants and accountancy firms. It’s a responsive theme with a drag-and-drop page-builder, has several page templates, custom menus, a content composer (gives you an improved WordPress editor), a sidebar manager, auto-resized images, and lots more.
Accounting Pro can be expanded with premium add-ons.
Go here for more details:
Accountancy
(Accountancy Theme)
This one has a variety of styles and layouts to give your accounting site a professional look and feel.
This fully responsive (mobile-friendly) theme includes a custom slider, a featured testimonial, it’s lightweight, SEO friendly, and fast loading. It provides the flexibility you need without bloating your theme with features you don’t need. Free updates and one year of support is included in your purchase.
Go here to learn more about this theme:
Accounting
(Accounting Theme)
This premium theme for WordPress includes a drag-and-drop builder that allows you to design your site any way you want. It also provides unlimited sidebars with custom widgets, four different types of headers, a custom administration panel, different color schemes, custom slider, three different blog types, and is mobile-friendly. Accountancy is a clean-looking, modern and fast loading theme.
For more information, go here:
Kathryn
(Kathryn – WordPress Theme)
This one is a child theme for the Genesis Framework developed specifically for accountants. The theme comes with multiple layouts, slider, multiple sidebars, various color choices, is easy to use, search optimized, and is responsive (mobile-friendly). Although this theme could easily suit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and must be purchased separately from the Genesis Framework.
Go here for more information:
Accounting WordPress Theme
(Accounting WordPress Theme)
This theme was developed with the idea of professionalism within the accounting industry. It features an authoritative color scheme and layout elements specifically designed to make your accounting business website look professional without looking dull. It’s a turn-key installation but you can still modify it if you want. It’s mobile-friendly and includes pages for your accounting services, contact details section with consultation requests (downloadable as a CSV file), testimonials, and a blog.
Go here for more details:
WP Advocate
(WP Advocate Theme)
WP Advocate is a free corporate theme built specifically for professionals such as accountants and attorneys. You can use the bundled images or upload your own. It also includes a custom post type for staff profiles and can also integrate with BeSpoke profile templates. It’s a clean-looking and fast-loading theme.
More info:
Divi
(Divi Theme)
This premium WordPress theme is one of the most flexible themes in Elegant Themes‘ entire theme collection. You can create a professional website using the page builder or pre-made layouts. You can change your layout as much as you need.
The builder transforms web elements into visual building blocks, allowing you to understand and redesign the structure of their web pages without touching any code.
(Divi WordPress Theme – Flexible Page Builder)
Divi has 40 content modules that you can drag and drop anywhere you want. These include audio player, blog, contact form, email optin, filterable portfolio, number counter, portfolio, sidebar, tabs, text, fullwidth image, fullwidth map, fullwidth slider, and more.. Divi is fully responsive and fully customizable. Prices start at $69 per year and includes full access to over 80 sleek business themes.
More information:
The Corporation
(The Corporation WordPress Theme)
This premium theme for WordPress from Elegant Themes was specifically developed to make corporate sites look great.
The Corporation has a sleek and professional page-based home page design with a prominent slider, blog design, six unique unique color schemes, multiple page templates which include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Theme prices start at $69 per year and includes full access to 80+ stunning themes.
Visit the theme website to learn more this theme:
Adviser
(Adviser Theme For WordPress)
This premium theme was developed specifically to help finance industry professionals build trust online with a clean business design. It’s ideal for those that provide services such as investments or tax help. It includes a recruitment page with hiring announcements and where to send applications. It also includes a built-in lease calculator. It includes multiple shortcodes and widgets, and includes the drag-and-drop visual composer.
To learn more about this theme, visit the theme website:
Tax Help
(Tax Help)
Tax Help Theme was developed for financial organizations, tax and finance advisors, and those offering tax assistance. It’s designed to show your services professionally and help establish your professional reputation. It provides different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.
Go here to learn more about this WordPress theme:
Finance Business
(Finance Business WP Theme)
Finance Business WordPress Theme was built for businesses that provide financial services such as tax help, consulting, corporate, insurance, finance, loans, accounting, and more. The theme includes a custom CMSMasters Visual Content Composer plugin, around one hundred shortcodes that let you add charts and financial content, custom drag-and-drop composer, two premium sliders, page options, color management features, animations, and a whole lot more.
To learn more about this WordPress theme, go here:
Avada
(Avada Finance WordPress Theme)
Avada is a fully responsive and versatile multipurpose theme that lets you easily build, configure, and run any kind of website you want without touching code, including a website for an accounting or finance-related organization.
To learn more about the Avada theme for WordPress, go here: Avada
Hopefully, you have found this comprehensive guide on how to improve your business online using WordPress themes and plugins useful.

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