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 Build A WordPress Website For Accountants - Best WordPress Plugins And Themes For Accounting WebsitesIn Part 1 of this article on ways to build your accounting business web presence, we provided in-depth tips and suggestions on the following topics:

  • Challenges Accountants Face Online
  • Opportunities For Accounting Professionals
  • Your Website Pages
  • Improving Your Web Content

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

  • Ways Of Improving Web Traffic Using WordPress
  • Generate Leads & Enquiries Using WordPress-Based Applications
  • Improve Search Engine Optimization, Improve User Engagement And Generate More Visitors With Plugins & Themes


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

Grow Your Accounting Website – Improve Your Business Online Using WordPress

Web traffic is vital to your online business growth. In this section we explore ways to help you improve your web traffic.

Optimizing Your Website For Search Engines Using WordPress

There are loads of ways that WordPress helps optimize your website for search engines:

  • URLs – Set the permalinks to create search engine-optimized web addresses for your article pages.
  • Tags – Specify the keywords that you want your article pages (posts) to be indexed by in the search engines.
  • Post Categories – Add SEO-friendly categories for your posts and products.
  • Excerpts – Set the description for your posts that will show to search engine users.
  • Images – add search-optimized titles to your images for better search results.
  • Content Linking – WordPress provides a built-in feature that lets you easily create internal links for better indexing of your content
  • Pinging – Set up your site to automatically notify (ping) other sites and directories the moment a new post is published on your site.

WordPress Plugins That Can Improve Search Engine Optimization (SEO), Improve User Engagement And Increase Web Traffic Generation

As well as the built-in features of WordPress, there are dozens of plugins for WordPress that improve SEO, increase user engagement and drive more traffic to your business.

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

Use a plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) to improve your website's search engine optimization

(Use a plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) to improve your SEO)

Other WordPress plugins you can use to improve SEO, increase user engagement and drive more traffic to your website are to add a forum, newsletters, comments, and social features. Here are some more powerful WordPress plugins that can help (many of the plugins listed below are also free):

  • BuddyPress – This plugin can be used to set up and run a social community on your WordPress site.
  • bbPress – This free WordPress plugin lets you run a discussion forum on your website.
  • E-Newsletter – E-Newsletter allows you to send professional email newsletters, track results and manage subscribers from your WordPress site.
  • Disqus – This WordPress plugin lets you power discussions and increases user engagement on your website.
  • Floating Social – Use this WordPress plugin to add social sharing features and buttons to your site.

WordPress users can easily add social features to their website using WordPress plugins

(You can add social sharing to your site easily using free or inexpensive plugins)

Generate New Leads & Enquiries

In this section, we’ll look at ways to improve sales and generate leads and enquiries online.

Add An Email Newsletter

Adding an email newsletter is a great way to grow and retain your readership. Adding email newsletters] provides a number of benefits and advantages, like:

  • Sends targeted traffic
  • Keeps readers from forgetting about you
  • Provides useful information and advice
  • Provides a highly targeted marketing channel
  • It’s a way to offer special services or products to a select audience
  • Provides regular opportunities for increasing engaging with your users
  • Provides an additional way for your content to be shared online with others

A proven strategy for attracting newsletter subscribers is to provide high value information and give users additional bonuses for free in exchange for their personal details. This can be a handy guide, checklists for handling finances, access to tax calculators, discount coupons, access to videos, contests, etc.

Contact Forms

A contact form makes it easy and simple for prospective clients to get in touch with you. A contact form also allows users to report issues, ask questions to specific departments, ask for a quote, and more.

A contact form provides many benefits and advantages, like:

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

One of the most popular contact form plugins for WordPress is Contact Form 7.

Contact Form 7

Contact Form 7 WP Plugin

(Contact Form 7 Plugin)

Contact Form 7 lets you create and manage multiple contact forms to your site, customize the forms and the email contents, add fields, and more.

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

Something to consider is to segment your contact form so prospects can choose the topic they want to discuss. This ensures that visitors’ requests reach the right person.

Adding A Map

A map helps your visitors and clients find you.

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

  • Maps increase local SEO
  • Visitors can find your office easily
  • Displays location of events

A map helps your visitors and clients find you

(Adding maps helps your visitors and clients find you)

Popular Google Maps plugins for WordPress include:

WordPress Plugins And Themes For Improving Search Engine Optimization, Increasing User Engagement And Web Traffic Generation

WordPress Plugins For Financial Services

WordPress makes available a number of plugins you can add to your site that will immediately make available a range of functional tools for users. Here are some of these:

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators)

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

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

  • 401k
  • Loans
  • Leases
  • Credit
  • And more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes WP Plugin

(Show Stock Quotes WordPress Plugin)

This plugin gives you a widget that displays a number of different stock quotes per portfolio. You can display as many widgets as you want.

Show Stock Quotes

(Show Stock Quotes WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker)

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

The plugin comes with loads of customizable features. Choose from built-in skins or customize it yourself to match your site. You can also create custom stocks for specific categories.

Appearance customization features include colours, size, speed, text, and symbols, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator WP Plugin)

This free calculator allows users to calculate indicative repayments. It’s great for calculating repayments on auto loans, real estate, or any other large loan.

Finance Calculator Plugin

(Finance Calculator – Loan Calculators)

The Finance Calculator plugin 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 Plugin

(WP-Invoice Plugin For WordPress)

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

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

The plugin ties into your WordPress user management database to keep track of clients and their information, and integrates with PayPal,, Stripe, and others.

Plugin features include adding custom payments and charges, creating pre-defined line items and discounts, viewing invoice status and progression, filtering and finding invoices, showing invoice receipts and invoice history, creating email notification 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)

This complete business management system includes accounting management, invoicing, order management, helpdesk with knowledgebase and ticketing system, client relationship management and many additional features.

All In One Business Management Application - WordPress Plugin

(All In One Business Management Application WP Plugin – Invoice)

All In One Business Management Application supports different languages, is fully customizable and provides additional tools like 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 – WordPress Plugin)

This is a scalable business software that lets you manage customers and invoices, tracks your company’s net worth and cash flow, and lots more.

iBilling - Accounting and Billing Software Plugin - Invoice

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

iBilling Accounting and Billing Software lets you get paid faster online by integrating with several online payment gateways.

For more details, go here}:

WordPress Themes

To benefit the most from using WordPress to grow your business online, we recommend choosing a theme specifically suited for accounting. Here is a look at some of the best WordPress themes available for accounting. With these themes you can own a professional-looking accounting website within minutes.

Accounting Pro

Accounting Pro Theme

(Accounting Pro – WordPress Theme)

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

Accounting Pro can be expanded with premium add-ons.

To learn more about using this WordPress theme, visit this site:


Accountancy Theme For WordPress

(Accountancy WordPress Theme)

This inexpensive theme offers a variety of built-in styles and layouts to help give your accounting website a professional look and feel.

It includes a custom slider, a featured testimonial, and more. It’s lightweight, search optimized, loads fast, and is responsive. It provides what your business needs without bloating your theme. Free updates and one year of support is included with your purchase.

Go here for more info:


Accounting Theme For WordPress


This premium theme for WordPress includes a drag-and-drop builder that allows you to design your website any way you want. It also has unlimited sidebars and custom widgets, four different header types, a custom admin panel, different color schemes, custom slider, 3 blog types, and is responsive (mobile-friendly). Accountancy is a clean-looking, modern and fast loading theme.

More info:


Kathryn WP Theme

(Kathryn Theme For WordPress)

This one is developed specifically for accountants. Kathryn allows you to use WordPress as a true CMS and provides a slider, multiple layouts, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, a variety of color choices, is easy to use, inexpensive, search engine optimized, and is responsive (mobile-friendly). Although this theme can easily fit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy slider plugin and is a separate purchase from the Genesis Framework.

More information:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – Theme For WordPress)

Accounting WordPress Theme was created to exude professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., is specifically designed to help make your accounting business site look professional while not 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 section with consultation requests (downloadable as CSV), testimonials section, and a blog.

More info:

WP Advocate

WP Advocate WP Theme

(WP Advocate Theme)

WP Advocate is a corporate theme built specifically 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 adding staff profiles and can also integrate with BeSpoke profile templates. WP Advocate is clean and fast-loading.

More information:


Divi WordPress Theme


This premium WordPress theme is the most flexible theme in Elegant Themes‘ entire collection of WordPress themes. You can create a unique, professional website using its page builder or beautiful and unique pre-made layouts. You can modify your layout to your heart’s content.

The builder transforms web elements into visual building blocks, allowing you to understand and change the structure of their page without touching code.

Divi Theme For WordPress - Page Builder

(Divi – WordPress Theme – Flexible Page Builder)

Divi comes with 40 content modules that you can drag and drop anywhere you want. This includes accordion, call to action, circle counter, divider, gallery, number counter, person, pricing table, testimonial, text, fullwidth header, fullwidth menu, fullwidth slider, and more.. Divi is responsive and fully customizable. Themes start at $69 per year and includes full access to 80+ beautifully-designed themes.

More information:

The Corporation

The Corporation Theme

(The Corporation WP Theme)

This theme from Elegant Themes was specifically created to create good-looking corporate websites.

The Corporation has a page-based home page design with a prominent slider. It also has a blog design. It has 6 different  color schemes. It also has multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Theme prices start at $69 per year and includes full access to all professional themes.

For more information, go here:


Adviser - WordPress Theme

(Adviser Theme For WordPress)

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

More info:

Tax Help

Tax Help Theme

(Tax Help Theme For WordPress)

Tax Help WordPress Theme was designed for financial companies, tax and finance advisors, and those that provide tax assistance. The theme is designed to showcase your services in a professional way and help grow your professional reputation. It has different blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

To learn more about using this theme, visit this website:

Finance Business

Finance Business WordPress Theme

(Finance Business WordPress Theme)

This premium theme was specifically developed for firms that provide financial services including tax help, consulting, finance, corporate, insurance, accounting, loans, and more. This theme includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that let you add charts and financial content. It also includes the custom drag-and-drop composer, 2 premium sliders, page options, color management, animations, and a whole lot more.

For more details, go here:


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 comprehensive guide has helped you learn WordPress plugins that can help to improve search engine optimization, improve user engagement and generate more traffic.

How To Create Results For Your Accounting Business Online With WordPress

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