Grow Your Accounting Business Online With WordPress – 2

This is part 2 of a series of articles focused on helping accountants and financial service professionals grow their business online and provides a comprehensive list of WordPress plugins and themes for accounting and finance-related businesses.

Best WordPress Themes And Plugins To Grow Your Accounting Business OnlineIn Part 1 of this comprehensive guide on ways to improve your accounting business web presence, we provided many practical tips and suggestions on the following topics:

  • Online Challenges For Accounting Businesses
  • Online Opportunities For Professional Accountants
  • Your Web Pages
  • Tips For Improving Your Web Content

In this section, we discuss more ways to grow your accounting services business online. Areas covered include:

  • Improving Web Traffic Using WordPress
  • Generating More Leads & Enquiries
  • Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors Using WordPress Plugins & Themes

Useful Info

For more information about WordPress plugins and themes, see these articles:

Tips For Improving Traffic

Web traffic is an integral part of your online business growth. In this section, we explore ways to improve search engine optimization, improve user engagement and drive more traffic with plugins & themes.

Optimize Your Site For Search Engines (SEO)

There are loads of ways that WordPress helps optimize your accounting or financial services website for search engines:

  • URLs – Set the permalinks to create search engine-optimized web addresses for your articles and posts.
  • Post Tags – WordPress lets you choose the keywords that you want search engines to index your article pages for.
  • Categories – Add SEO-friendly categories for your posts and products.
  • Post Excerpts – Create the description for your posts that search engines will show.
  • Images – add search-optimized titles to your content images for improved search engine results.
  • Content Linking – WordPress provides a built-in feature that lets you easily create internal links
  • Post Notification – Configure your site to automatically notify (ping) other search directories the moment a new post is published on your site.

How To Improve Search Engine Optimization, Increase User Engagement And Increase Traffic Generation With Plugins

In addition to the built-in features of WordPress, the WordPress community makes available also a number of plugins that improve SEO, increase engagement and drive more visitors to your website.

For example, you can install the plugins below to improve your site’s search engine optimization:

A plugin like Yoast SEO can improve your SEO

(A plugin like Yoast SEO can improve your SEO)

Other WordPress plugins you can add to improve your accounting or financial services website’s SEO, increase user engagement and drive more web traffic to your site are to add a forum, newsletters, commenting, and social features. Here are a few more WordPress plugins that can help (many of the plugins listed below can be downloaded at no cost):

  • BuddyPress – Set up an online social network on your site, with member profiles, user groups, activity streams, messaging, and more.
  • bbPress – bbPress allows you to run your own forum on your site.
  • E-Newsletter – E-Newsletter allows you to send email newsletters, track results and manage subscribers from your WordPress dashboard, without third-party subscriptions.
  • Disqus – This plugin lets you power discussions and increases user engagement on your site.
  • Monarch – Add social buttons and features that allow visitors to share your content online to your website.

WordPress users can easily add social sharing features to their site with WordPress plugins

(You can easily add social features to your website using free or inexpensive plugins)

Generate More Leads & Enquiries

Let’s take a look now at how to improve your sales and generate leads and enquiries for your accounting business.

Provide An Email Newsletter

Adding an email newsletter is an excellent way to grow and retain your readership. It] provides many benefits including:

  • Drives targeted traffic
  • Keeps readers from forgetting about you
  • Keeps readers updated
  • Provides a highly targeted marketing channel
  • It’s a way to provide special products or services to a select audience
  • Provides new opportunities for improving engaging with your users
  • Provides you with additional opportunities for subscribers to share your content

A proven strategy for enticing visitors to become subscribers is to provide high value information and offer users free gifts in exchange for their personal details. This can be a special report, tips for handling finances, access to financial calculators, coupons, membership access to videos, contests, etc.

Adding Contact Forms

Contact forms make it easy and simple for readers to get in touch. A contact form also allows visitors to report problems, ask questions to specific departments, ask for a quote, and more.

Contact forms provide many benefits, like:

  • Reduces spam
  • Set up automated responses
  • Gives you control over what gets sent to you
  • You can keep your email address private
  • Can be added to any post or page
  • Improves the professional look of your website
  • Convenience for site visitors

A popular contact form plugin for WordPress is Contact Form 7.

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7 WordPress Plugin)

This free contact form plugin lets you create multiple contact forms, customize the form and the mail contents, add fields, and more.

International languages, Ajax-powered submitting, CAPTCHA, and Akismet spam filtering is supported.

Something else to consider is to segment your contact form so prospective clients can choose the aspect of your business they are contacting you about. This ensures that contact form requests reach the right person.


Adding a map to your site helps your visitors and customers find you.

Inserting maps (e.g. Google Maps), into your site also provides many benefits, such as:

  • A map helps to improve local SEO
  • Allows customers to better plan their visits or appointments
  • Shows location of events

Adding a map helps your visitors and clients find you

(Adding a map helps your visitors and clients find you)

Below are just some of the more plugins that let you embed, customize and display Google maps on your website:

Improve SEO, Increase User Engagement And Increase Web Traffic Generation With Plugins & Themes

Accounting And Financial Services Plugins For WordPress

WordPress lets you add a number of plugins to your accounting or financial services site that will immediately make available a range of functional tools for users. Here are some of the plugins you can choose from:

Calculator Pro Calculators

Calculator Pro Calculators - WordPress Plugin

(Calculator Pro Calculators Plugin)

This is a free collection of 400+ calculators that you can display on your website. The plugin also supports internationalization

Most of them aren’t focused on accounting, but there are quite a few for:

  • Interest rate
  • Rate of return
  • Tax
  • Debit
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes WP Plugin)

This plugin installs a widget that displays up to 20 different stock quotes per portfolio. You can show as many portfolios as you like.

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin For WordPress

(Custom Stock Ticker – WordPress Plugin)

This plugin lets you add custom stock tickers to any sidebar, page or post using shortcodes.

This plugin comes with loads of customizable features. You can choose from built-in skins or customize these yourself to match your site. You can also add custom stocks to individual categories.

Customize the appearance by changing width, height, background color, opacity, scrolling speed, number of stocks displayed at one time, font size, etc.

For more details, go here}:

Finance Calculator

Finance Calculator Plugin

(Finance Calculator Plugin)

This free plugin allows your visitors to calculate indicative repayments. This is a useful tool for calculating repayments on car loans, property loans, or any other large loan.

Finance Calculator Plugin

(Finance Calculator Plugin For WordPress – Loan Calculators)

Finance Calculator also contains an application form that sends a message to a specified email address.

Other features of this plugin include displaying 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 Plugin


WP-Invoice lets WordPress blog owners send itemized invoices to their clients.

This plugin lets you integrate billing into WordPress. You can send clients itemized invoices, set up recurring billing and expand functionality with both free and premium add-ons that let you manage locations, accept electronic signatures, create PDF versions of invoices, create quotes, create 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,, Stripe, and others.

Plugin features include adding custom payments and charges, adding pre-defined line items and discounts, viewing invoice status and progression, filtering and finding invoices, seeing invoice receipts and invoice history, creating notification e-mail templates, accessing reports (collected vs uncollected invoices, 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 - WordPress Plugin

(All In One Business Management Application Plugin For WordPress)

This complete business management system includes accounting management, invoicing, order management, help desk with knowledgebase and support ticketing system, client relationship management and lots more.

All In One Business Management Application WP Plugin

(All In One Business Management Application Plugin – Invoice)

The plugin 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

(iBilling – Accounting and Billing Software Plugin)

iBilling is a scalable business software that lets you manage customer data and invoicing, track your company’s cash flow and net worth, and lots more.

iBilling - Accounting and Billing Software Plugin For WordPress - Invoicing

(iBilling – Accounting and Billing Software Plugin For WordPress – Invoice)

It integrates with several online payment gateways.

For more details, go here}:

Financial Themes For WordPress

To get the best features and professional look for your website, it’s best to choose a theme specifically for accounting. Here is a look at some of the best accounting themes available. These themes allow you to have a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of website design.

Accounting Pro

Accounting Pro Theme For WordPress

(Accounting Pro Theme For WordPress)

This premium theme is an inexpensive turn-key theme developed for accountants and accounting firms. It’s a responsive theme with a drag-and-drop page-builder, has several page templates, custom menu features, a content composer (gives you an improved WordPress editor), a sidebar manager, auto-resized images, and a whole lot more.

Accounting Pro can be customized by installing premium add-ons.

Visit this site for more information about this theme:



(Accountancy Theme For WordPress)

Accountancy Theme comes with a variety of built-in styles and layouts that helps give your accounting site a professional look and feel.

This fully responsive theme includes a custom slider, a featured testimonial, it’s lightweight, search optimized, and loads fast. Accountancy provides the features your business needs without bloating your theme. Free updates and one year of support is included with the cost of purchase.

For more information, go here:


Accounting Theme


This theme includes a drag-and-drop builder that allows you to design your website any way you want. It also provides unlimited sidebars with custom widgets, four different header types, a custom admin panel, four color schemes, a custom slider, three different blog types, and is mobile-friendly. Accountancy looks clean and modern and loads fast.

To learn more about using this theme, go here:


Kathryn WordPress Theme

(Kathryn Theme)

This premium theme was developed for accounting services. It allows you to use WordPress as a true CMS and comes with a slider, multiple layouts, multiple sidebars, many colors, is easy to use, search engine optimized, and is mobile-friendly. Although it can easily fit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and is a separate purchase from the Genesis Framework.

To learn more about this theme, visit this website:

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme)

This premium theme was created to exude professionalism within the accounting industry. It features an authoritative color scheme and layout elements designed specifically to help make your accounting site look professional while not looking dull. It’s a turn-key installation but you can still modify it if you want. It’s fully responsive and includes pages for your services, contact form section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

Visit this website for more details about using this WordPress theme:

WP Advocate

WP Advocate

(WP Advocate Theme For WordPress)

This is a corporate theme built specifically for professionals such as accountants and attorneys. Use the theme’s bundled images or upload your own. WP Advocate includes a custom post type adding employee profiles and can also integrate with BeSpoke profile templates. It’s a clean-looking and fast-loading theme.

Visit the theme website to learn more about this WordPress theme:



(Divi Theme For WordPress)

Divi is one of the most flexible themes in Elegant Themes‘ entire theme collection. Divi lets you create a professional site using the page builder or beautiful pre-made layouts. You can modify your layout to your heart’s content.

Divi’s page builder transforms elements into visual building blocks, allowing you to understand and edit the structure of their web pages without editing code.

Divi - WordPress Theme - Page Builder

(Divi – Flexible Page Builder)

It comes with 40 content modules that you can drag and drop anywhere you want. This includes audio player, call to action, contact form, email optin, gallery, map, person, slider, tabs, video slider, fullwidth code, fullwidth portfolio, fullwidth post title, and more.. It is fully responsive and completely customizable. Prices start at $69 per year and includes access to all professional themes.

Go here to learn more about this theme:

The Corporation

The Corporation WordPress Theme

(The Corporation Theme For WordPress)

This premium WordPress theme from Elegant Themes was created specifically to make corporate sites look good.

This theme has a sleek page-based home page design with a prominent slider. It also has a blog design. It comes with 6  color schemes. It also comes with multiple page templates which include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Themes start at $69 per year and includes access to all professional themes.

For more details, go here:


Adviser Theme For WordPress

(Adviser Theme For WordPress)

Adviser was specifically developed to help professionals in the financial industry to build trust online with a clean business design. It’s perfect for businesses that provide services like investing advice or tax help. Adviser includes a recruitment page with hiring announcements and where to send applications, a built-in lease calculator, widgets and multiple shortcodes, and a drag-and-drop visual composer..

More information:

Tax Help

Tax Help Theme For WordPress

(Tax Help)

This premium WordPress theme was specifically built for financial organizations, tax and financial advisors, and businesses that provide tax services. Tax Help is designed to showcase your services professionally and help grow your business reputation. It provides different blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

For more details, go here:

Finance Business

Finance Business - WordPress Theme

(Finance Business Theme)

Finance Business Theme was developed specifically for organizations that provide financial services including consulting, tax help, corporate, insurance, finance, accounting, loans, and more. It includes a custom CMSMasters Visual Content Composer plugin, around one hundred shortcodes that includes charts and financial content, the custom drag-and-drop composer, two premium sliders, page settings, color management features, animations, and a lot more.

To learn more about this WordPress theme, visit the theme website:


Avada Finance WordPress Theme

(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, this guide has helped you learn ways to improve your business online with WordPress.

How To Build A WordPress Website For Accountants - Best WordPress Themes And Plugins For Accounting Websites

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