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.

Building An Accounting Website With WordPressIn Part 1 of this comprehensive article on ways to grow your accounting business web presence, we covered the following areas:

  • Challenges Accounting Professionals Face Online
  • Opportunities For Accounting Businesses In The Digital Economy
  • Your Website Pages
  • Tips For Improving The Content On Your Site

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

  • Improve Traffic
  • Ways To Generate More Leads & Enquiries With WordPress-Based Tools
  • How To Improve SEO, Improve User Engagement And Increase Web Traffic Generation Using Plugins


To learn more about WordPress plugins and themes, see the articles below:

Grow Your Accounting Website – Improve Search Engine Optimization, Increase User Engagement And Generate More Visitors With WordPress Plugins

Web traffic is a vital part of your online business growth. In this section, you will learn WordPress plugins and themes that can help to improve SEO, improve user engagement and increase visitors to your website generation.

Optimizing Your Website For Search Engines With WordPress

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

  • Search Engine-Friendly URLs – configure the permalinks to create search engine-optimized URLS for your content posts.
  • Post Tags – Choose the keywords that you want your posts to be indexed for in the search engines.
  • Post Categories – Create categories for keeping your content organized and easy to find.
  • Excerpts – Set an excerpt that search engines will show in their search result pages.
  • Images – add search-optimized titles to your images for better search results.
  • Internal Content Linking – WordPress has a built-in feature that allows you to easily create internal links
  • Post Notification – WordPress can be configured to automatically notify other sites and directories as soon as a new post is published on your website.

Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors To Your Site With Plugins

In addition to the built-in features of WordPress, the WP development community makes available quite a number of plugins that improve your accounting or financial services website’s SEO, increase user engagement and drive more web traffic to your business.

Here are some plugins you can use to improve your SEO:

  • Yoast SEO – WordPress SEO plugin
  • Google XML Sitemaps – WordPress XML sitemap plugin (lists all of your pages and posts for search engines)
  • WP Tree – WordPress site map plugin

Use a plugin like Yoast SEO (previously called WordPress SEO by Yoast) to improve your SEO

(A plugin like Yoast SEO (previously called WordPress SEO by Yoast) can improve your SEO)

Other things you can do to improve your accounting or financial services site’s SEO, increase engagement and drive more traffic to your website are to add a forum, newsletters, commenting, and social sharing. Here are some more plugins that can help:

  • BuddyPress – Set up an online social network on your site.
  • bbPress – This plugin allows you to run your own discussion forum on your WordPress site.
  • E-Newsletter – Send professional email newsletters, track results and manage subscribers from your WordPress site.
  • Disqus – use this WordPress plugin to power discussions and increases engagement on your site.
  • Floating Social – This plugin lets you add social sharing features to your website or blog.

You can add social features to your website easily with free or inexpensive WordPress plugins

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

Tips For Generating Leads & Enquiries Using WordPress-Based Applications

In this section we will show you how to improve sales and generate more leads and enquiries for your business.

Add An Email Newsletter

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

  • Drives targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides practical tips and advice
  • Provides a targeted marketing channel
  • Allows you to offer special services or products to a select audience
  • Increases interaction
  • Provides you with another way for your content to be shared around with others

An effective way to get your visitors to subscribe to your email newsletter is to provide high value content and offer users additional items of value for free in exchange for their personal details. This can be a handy guide, checklists for handling finances, access to financial calculators, discount coupons, membership access to courses, contests, etc.

Contact Forms

A contact form makes it easy and simple for readers to get in touch. Contact forms also let readers report issues, contact specific departments, ask for a quote, send suggestions and more.

Contact forms provide a number of benefits and advantages, like:

  • Reducing spam
  • Automated response
  • Giving you control over what gets sent to you
  • Allows you to keep your email address private
  • Can be added to any post or page
  • Looks professional
  • More convenient for site visitors

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

Contact Form 7

Contact Form 7 WordPress Plugin

(Contact Form 7 – WordPress Plugin)

This plugin allows you to create and manage multiple contact forms, customize your form and the mail contents, add fields, and more.

The plugin supports international languages, Ajax-powered submissions, CAPTCHA, Akismet spam filtering and so on.

Something to consider is to add sections to your contact form so prospective clients can choose the aspect of your business they are contacting your company about. This helps you get the comment to the right person.

Provide Maps

Adding a map helps your visitors and clients find you.

Integrating maps, such as Google Maps, with your WordPress site also provides users with many benefits, such as:

  • Maps improve local SEO
  • Allows customers to better plan their visits and appointments
  • Displays location of events

Adding a map helps your visitors and customers find you

(A map helps your visitors and clients find you)

Popular map plugins include:

Improve Search Engine Optimization, Increase User Engagement And Generate More Visitors With Plugins & Themes

Accounting – WordPress Plugins

WordPress makes available a number of plugins you can add to your website that will immediately add a range of practical tools for visitors. Here are just some of the plugins you can choose from:

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators Plugin For WordPress)

This is a free collection of over 400 calculators. You can embed them into your posts, pages, or sidebars using shortcodes. The plugin also supports internationalization

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

  • Interest rate
  • Loans
  • Tax
  • Credit
  • And lots more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin

(Show Stock Quotes Plugin For WordPress)

With this plugin you get a widget that shows a number of different stock quotes per portfolio. You can show as many portfolios as you like.

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes Plugin For WordPress – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker WP Plugin

(Custom Stock Ticker Plugin For WordPress)

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

Custom Stock ticker provides a number of customizable ticker. Choose from built-in skins or customize it yourself to match the look and feel of your site. You can also create custom stocks for individual categories.

Appearance customization features include height, width, background color, opacity, scroll speed, number of stocks displayed at one time, font family, etc.

For more details, go here}:

Finance Calculator

Finance Calculator WordPress Plugin

(Finance Calculator Plugin)

This free plugin lets your site visitors calculate indicative repayments. It’s great for auto loans, real estate, or any other large loan.

Finance Calculator Plugin

(Finance Calculator WordPress Plugin – Loan Calculators)

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

Other features of this plugin include showing 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 Plugin For WordPress


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 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 PayPal,, Stripe, and 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, seeing invoice receipts and invoice history, creating notification email 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 Plugin For WordPress

(All In One Business Management Application Plugin)

This is a complete business management system that includes accounting management, invoicing, order management, help desk with ticket management system, CRM and many added features.

All In One Business Management Application

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

The plugin supports different languages, is fully customizable and provides powerful 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 and communicate with customers, tracks your company’s cash flow and net worth, and lots more.

iBilling - Accounting and Billing Software WP Plugin - Invoicing

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

It allows you to get paid faster by integrating with several payment gateways.

For more details, go here}:

WordPress Themes For Financial Services

To get the most benefit out of growing your business online with WordPress, we recommend choosing a theme specifically for accounting. Here is a look at some of the best accountancy themes available. With these themes you can own a professional accounting website within minutes.

Accounting Pro

Accounting Pro - WordPress Theme

(Accounting Pro – WordPress Theme)

This premium WordPress theme is an inexpensive 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 (which improves on the standard WordPress editor), a sidebar manager, performs auto resizing for images, and lots more.

Accounting Pro can be customized using premium add-ons.

Go here to learn more this WordPress theme:


Accountancy Theme For WordPress


This premium theme for WordPress comes with a variety of styles and layouts to make your accounting website look and feel professional.

It includes a custom slider, a featured testimonial section, and more. It’s lightweight, search engine optimized, fast loading, and is responsive. Accountancy provides what you need without bloating your theme. Free updates and one year of support is included in the cost of purchasing.

Go here for more information:


Accounting - WordPress Theme


This one includes a drag-and-drop builder that allows you to design your site any way you want. The theme also provides unlimited sidebars and custom widgets, four different types of headers, a custom administration panel, four color schemes, custom slider, three different blog types, and is fully responsive. It looks clean and modern and is fast to load.

More info:


Kathryn Theme For WordPress

(Kathryn Theme For WordPress)

This premium WordPress theme was created specifically for accounting businesses. It has multiple layouts, slider, multiple sidebars, a variety of color choices, is easy to use, search optimized, and is responsive. Although it 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 details:

Accounting WordPress Theme

Accounting WordPress Theme - Theme For WordPress

(Accounting WordPress Theme – WordPress Theme)

This premium theme was designed to exude professionalism within the accounting industry. It features an authoritative color scheme and elements designed specifically to 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 fully responsive (mobile-friendly) and includes pages for your services, contact form section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

Go here for more details:

WP Advocate

WP Advocate - WordPress Theme

(WP Advocate Theme For WordPress)

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

More info:


Divi WP Theme

(Divi – WordPress Theme)

This is the most flexible theme in Elegant Themes‘ entire collection of WordPress themes. You can create any kind of professional site you want using the page builder or beautiful and unique pre-made layouts. You can modify your layout as much as you need.

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

Divi Theme For WordPress - Page Builder

(Divi – WordPress Theme – Flexible Page Builder)

It comes with 40 content modules that you can drag and drop anywhere you want. This includes modules such as multiple layouts, a slider, you can place pricing tables, testimonials, call-to-action, and lots more. Divi is responsive and completely customizable. Prices start at $69 per year and includes full access to all stunning themes.

More info:

The Corporation

The Corporation Theme

(The Corporation – WordPress Theme)

This one was created specifically to make corporate websites look great.

It has a page-based home page design with a nice slider, blog design, six different color schemes, multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Themes start at $69 per year and includes access to all beautifully-designed themes.

More information:


Adviser WordPress Theme

(Adviser – WordPress Theme)

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

Go here to learn more about this WordPress theme:

Tax Help

Tax Help

(Tax Help WordPress Theme)

This theme was developed for financial organizations, tax and finance advisors, and businesses providing tax assistance. Tax Help is designed to show your services professionally to help grow your professional reputation. It comes with a range of blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

To learn more about this theme, go here:

Finance Business

Finance Business Theme For WordPress

(Finance Business – WordPress Theme)

This premium theme was built for firms that provide financial services including tax help, consulting, finance, corporate, insurance, 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, a custom drag-and-drop composer, 2 premium sliders, page settings, color management features, animations, and lots more.

For more information, 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 guide has helped you learn how to improve your accounting website using WordPress plugins and themes.

Build An Accounting Website With WordPress

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