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.

How To Drive Clients To Your Accounting Business Online With WordPress Themes And PluginsIn Part 1 of this article on ways to build your accounting web presence, we provided in-depth information on the following areas:

  • Online Challenges For Accounting Businesses
  • Opportunities For Accounting Businesses In The Digital Economy
  • Improve Your Website Pages
  • Tips On How To Improve Your Content

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

  • Ways To Improve Traffic With WordPress
  • Ways To Generate More Leads & Enquiries Using WordPress
  • How To Improve SEO, Increase User Engagement And Generate More Traffic With Plugins & Themes


To learn more about WordPress plugins and themes, go here:

Ways To Improve Website Traffic

Your web traffic is vital to your business growth. This section explores ways of improving your website with WordPress.

Optimizing Your Site For Search Engines With WordPress

There are loads of ways WordPress can help to improve SEO:

  • SEO-Friendly – configure the permalinks to create search engine-optimized web addresses for your articles and posts.
  • Tags – WordPress lets you select the keywords that you want search engines to index your article pages (posts) for.
  • Post Categories – Add categories for your posts and products.
  • Excerpts – Create descriptions for your posts that search engines will show.
  • Images – add search-optimized titles to your content images for improved search results.
  • Internal Content Linking – WordPress has a built-in feature that lets you easily link internal content
  • Pinging – Set up your site to automatically notify other sites and directories immediately upon publishing a new post on your website.

Improve SEO, Increase User Engagement And Increase Web Traffic To Your Business Generation With WordPress Plugins

As well as the built-in features of WordPress, there are many plugins that will improve your accounting website’s SEO, increase user engagement and drive more visitors to your site.

Here are some plugins you can use to improve your website’s search engine optimization:

Use a plugin like Yoast SEO to improve your SEO

(A plugin like Yoast SEO can improve your SEO)

Other WordPress plugins you can add to improve SEO, increase user engagement and drive more visitors to your site are to add a forum, newsletters, commenting, and social features. Here are some WordPress plugins that can help (many of the plugins described below are also free):

  • BuddyPress – Set up your own social community on WordPress.
  • bbPress – This free plugin helps you set up your own community forum on WordPress.
  • E-Newsletter – E-Newsletter lets you send professional email newsletters, track results and manage subscribers from your WP dashboard, without third-party subscriptions.
  • Disqus – Disqus lets you power discussions and helps to increase engagement on your website or blog.
  • Monarch – Use this plugin to add social sharing features on your site.

You can add social features to your site easily with WordPress plugins

(WordPress users can easily add social sharing buttons to their website with WordPress plugins)

Generate More Leads & Enquiries

Let’s discuss now how to improve sales and generate new leads and enquiries online.

Adding A Newsletter

Adding a newsletter is an excellent way to build a list of subscribers. It provides a number of benefits and advantages including:

  • Drives targeted traffic
  • Keeps readers from forgetting about you
  • Keeps readers updated
  • Provides you with a highly targeted marketing channel
  • It’s a way to offer special products or services to a select audience
  • Increases interaction
  • Provides you with additional opportunities for your content to be shared online with others

An effective strategy for enticing your visitors to subscribe is to provide users with valuable information and offer them a free gift in exchange for their personal details. This could be a special report, tips for handling finances, access to financial calculators, discount coupons, access to courses, contests, etc.

Contact Forms

Contact forms provide an easy and simple way for readers to get in touch. Readers can report issues, contact specific departments, request quotes, and more.

A contact form provides several benefits and advantages, like:

  • Reducing spam
  • Automated response
  • Giving you control over what gets sent to you
  • You can keep your email address private
  • They can be added to any page or post
  • Improves the professional look of your website
  • Convenience for users

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

Contact Form 7

Contact Form 7

(Contact Form 7 Plugin)

This free plugin is easy to install and configure and allows you to add and manage multiple contact forms on your pages and posts, customize your form and the email contents, add fields, and more.

International languages, Ajax-powered submissions, CAPTCHA, and spam filtering is also supported.

Something to consider is to add sections to your contact form so prospective customers can choose which topic they want to discuss. This ensures that contact form requests reach the right person.

Adding A Map

Adding a map helps your visitors and clients find you.

A map is a great tool for several reasons:

  • They improve local SEO
  • Visitors can easily find you
  • Shows location of events

Maps help your visitors and clients find you

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

Here are some plugins that let you embed, customize and display maps on your WordPress site:

WordPress Plugins That Can Help To Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors

Accounting Plugins For WordPress

WordPress lets you add a number of plugins to your accounting website that will immediately make available a range of practical tools for users. Here are just some of these plugins:

Calculator Pro Calculators

Calculator Pro Calculators Plugin For WordPress

(Calculator Pro Calculators Plugin For WordPress)

This plugin provides a free collection of over 400 calculators that you can provide to users on your website. The plugin supports internationalization

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

  • 401k
  • Rate of return
  • CD
  • Equity
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes

(Show Stock Quotes WordPress Plugin)

This plugin lets you add a widget that shows up to 20 different stock quotes per portfolio. You can show as many portfolios as you want.

Show Stock Quotes Plugin

(Show Stock Quotes WP Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker WP Plugin

(Custom Stock Ticker Plugin For WordPress)

With this plugin you can place a custom stock ticker on any sidebar, post or page using shortcodes.

The plugin provides a number of customizable ticker. Choose from built-in skins or customize these yourself. It’s easy to customize it so it matches your website. You can also create custom stocks for specific categories.

Customize the appearance by changing size, symbols, colors, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator)

This free calculator allows your site visitors to calculate indicative repayments online. This is a useful financial tool for calculating repayments on automotive loans, property loans, or any other large loan.

Finance Calculator

(Finance Calculator Plugin – Loan Calculators)

This plugin also contains an application form that sends a notification message to the email address you specify.

Other features of this plugin include displaying payment protection, calculating 12 to 60 months loans and creating a form that can be placed in any page or post.

For more details, go here}:


WP-Invoice WP Plugin

(WP-Invoice Plugin For WordPress)

WP-Invoice is ideal for WordPress business users with clients to bill.

WP-Invoice integrates billing into WordPress. You can send out itemized invoices, set up recurring billing and expand plugin functionality with both free and premium add-ons that let you manage business, accept electronic signatures, create PDF versions of invoices, create quotes, create single-page checkout forms, and more.

The plugin ties into the WP user management database to keep track of your clients and their information, and integrates with payment processors like PayPal,, Stripe, and many others.

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

(All In One Business Management Application WP Plugin)

This complete business management system includes accounting management, invoicing, order management, helpdesk with knowledgebase and support ticket management system, CRM and many more features.

All In One Business Management Application WP Plugin

(All In One Business Management Application Plugin For WordPress – Invoicing)

The plugin supports international languages, is fully customizable and provides additional tools such as document management, to do app, and more.

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software Plugin For WordPress

(iBilling – Accounting and Billing Software Plugin For WordPress)

iBilling is a scalable business software that lets you manage and communicate with clients, 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 WP Plugin - Invoice

(iBilling – Accounting and Billing Software Plugin – Client Invoice)

It lets you get paid faster online by integrating with several payment gateways.

For more details, go here}:

Accounting – WordPress Themes

To get the best features and professional look for your website, it’s best to choose a theme specifically suited for accounting. Here is a list of some of the best themes themes available for accounting firms. These themes allow you to own a professional-looking 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)

This premium theme for WordPress is an inexpensive turn-key theme for accountants and accounting firms. It’s responsive, has a drag-and-drop page-builder, has several page templates, custom menu features, a content composer (which improves on the standard WordPress editor), a sidebar manager, auto-resizing for images, and lots more.

You can expand Accounting Pro by installing premium add-ons.

More information:


Accountancy - WordPress Theme

(Accountancy Theme)

This inexpensive theme offers a variety of styles and layouts to give your accounting site a professional look and feel.

It includes a custom slider, a featured testimonial section, and more. It’s lightweight, SEO friendly, loads fast, and fully responsive. It provides the features your business needs without bloating your theme. The cost of purchasing includes free updates and 1 year of support.

For more information, go here:


Accounting WP Theme

(Accounting WP Theme)

Accounting includes a drag-and-drop builder that allows you to design your site any way you want. The theme also has unlimited sidebars and custom widgets, four different header types, a custom administration panel, four color schemes, custom slider, 3 blog types, and is fully responsive (mobile-friendly). It is a clean-looking, modern and fast-to-load theme.

Go here for more info:


Kathryn Theme For WordPress


This premium WordPress theme was designed specifically for accountants. Kathryn allows you to use WordPress as a true content management system and offers multiple layouts, slider, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, various color options, is easy to use, inexpensive, search engine optimized, and is fully responsive. Although this theme could easily suit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy WordPress responsive slider plugin and must be purchased separately from the Genesis Framework.

For more details, go here:

Accounting WordPress Theme

Accounting WordPress Theme - WP Theme

(Accounting WordPress Theme – Theme For WordPress)

This one was built to exude professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., is designed specifically to give your accounting business site a professional look without looking dull. It’s a turn-key installation but you can still modify it if you want. It’s responsive (mobile-friendly) and includes pages for your accounting services, contact form section with consultation requests (downloadable as a CSV file), testimonials section, and a blog.

To learn more about this theme, visit the theme site:

WP Advocate

WP Advocate Theme For WordPress

(WP Advocate WP Theme)

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

For more details about this WordPress theme, go here:


Divi - WordPress Theme

(Divi Theme)

This premium theme is the most flexible theme in Elegant Themes‘ entire theme collection. Divi lets you create a professional site using its 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 change the structure of their page without editing code.

Divi - Page Builder

(Divi WP Theme – Flexible Page Builder)

Divi has 40 content modules that you can drag and drop anywhere you want. Modules include bar counter, call to action, circle counter, divider, filterable portfolio, login, portfolio, sidebar, social media follow, video slider, fullwidth image, fullwidth menu, fullwidth post title, and more.. It is fully responsive and fully customizable. Theme prices start at $69 per year and includes access to all professional themes.

More information:

The Corporation

The Corporation

(The Corporation Theme)

The Corporation from Elegant Themes was developed specifically to create good-looking corporate sites.

It has a sleek page-based home page design with a prominent, flashy slider. It also has a blog design. It has six  color schemes. It also has multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Elegant Theme prices start at $69 per year and includes access to 80+ stunning themes.

Visit this website for more details about this theme:


Adviser - WordPress Theme

(Adviser Theme)

This premium theme was built to help finance professionals build trust online through clean design. It’s ideal for those that provide services such as investments or tax advice. It includes a recruitment page with hiring announcements and where to send applications. It also includes a lease calculator. It includes widgets and multiple shortcodes, and includes the drag-and-drop visual composer.

More information:

Tax Help

Tax Help Theme

(Tax Help Theme)

This premium theme for WordPress was built specifically for financial organizations, tax and financial advisors, and those that provide tax assistance. The theme is designed to show your services professionally to help grow your business reputation. It provides a range of blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

For more information, go here:

Finance Business

Finance Business Theme For WordPress

(Finance Business Theme)

This one was developed specifically for firms that provide financial services including consulting, tax help, finance, corporate, insurance, loans, accounting, and more. Finance Business includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that includes charts and financial content. It also includes a custom drag-and-drop composer, two premium sliders, page settings, color management, animated elements, and a whole lot more.

Go here to learn more this theme:


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, you have found this guide on ways to improve your accounting or financial services website using WordPress helpful.

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

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