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 WordPressIn Part One of this comprehensive guide on ways to improve your accounting web presence, we provided practical tips and suggestions on the following topics:

  • Online Challenges For The Accounting Profession
  • Online Opportunities For Accounting Professionals
  • Essential Web Pages
  • Ways To Improve Your Content

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

  • Tips For Improving Web Traffic With WordPress
  • Ways To Generate New Leads & Enquiries With WordPress
  • Improve SEO, Increase User Engagement And Increase Web Traffic To Your Site Generation Using WordPress Plugins


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

Your Accounting Website – How To Improve Your Business Online Using WordPress Themes And Plugins

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

Optimizing Your Site For Search Engines

There are many ways WordPress can help to optimize your website for search engines:

  • Search Engine-Friendly URLs – Set the permalinks to use the title of the posts as the web address of your pages.
  • Tags – WordPress lets you select the keywords that you want search engines to index your article pages (posts) for.
  • Post Categories – Create search engine-friendly categories for keeping your content organized and easy to find.
  • Post Excerpts – WordPress lets you compose descriptions for your posts that will show in search results.
  • Images – add search-optimized titles to your images for better search results.
  • Content Linking – WordPress has a built-in feature that lets you easily link internal content
  • Post Notification – Configure your site to automatically notify (ping) other search directories as soon as a new post is published on your website.

How To Improve Search Engine Optimization, Increase User Engagement And Drive More Web Traffic Using WordPress Plugins

In addition to the built-in features of WordPress, the WP community makes available dozens of plugins that improve your website’s SEO, increase user engagement and drive more traffic to your site.

For example, you can install the plugins below to improve your SEO:

A plugin like Yoast SEO (previously known as WordPress SEO by Yoast) can improve your site's search engine optimization

(A plugin like Yoast SEO can improve your SEO)

Other things you can do to improve your accounting site’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 fantastic WordPress plugins that can help (many of the plugins listed below are also free):

  • BuddyPress – This free plugin can be used to run a social network on your website, with member profiles, user groups, activity streams, messaging, and more.
  • bbPress – Use the bbPress plugin to run your own discussion forum on WordPress.
  • E-Newsletter – Send professional email newsletters, track results and manage subscribers from your WordPress dashboard, without third-party subscriptions.
  • Disqus – Disqus lets you power discussions and increases engagement on your website.
  • Floating Social – Use this plugin to add social buttons and features that allow visitors to share your content online to your website or blog.

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

(WordPress users can easily add social features to their site using free or inexpensive plugins)

Generate New Leads & Enquiries With WordPress-Based Applications

In this section we will discuss ways to improve your sales and generate new leads and enquiries.

Providing An Email Newsletter

Providing an email newsletter is a great way to grow and retain your readership. Adding newsletters] provides several benefits and advantages including:

  • Sends targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides updates
  • Provides you with a targeted marketing channel
  • Allows you to provide special products or services to a select audience
  • Increases user engagement
  • Provides additional ways for subscribers to share your content

An effective way to get visitors to subscribe to your email newsletter is to provide high value content and offer users free gifts in exchange for their details. This can be an exclusive guide, tips for handling tax, access to tax calculators, discount coupons, access to courses, contests, etc.

Provide Contact Forms

Contact forms make it easy and simple for readers to contact you. Contact forms also let readers provide feedback, contact specific departments, request quotes, give suggestions and more.

Contact forms provide several benefits including:

  • Reducing spam
  • Automated response
  • Gives you control over what is sent to you
  • Allows you to keep your email address private
  • Can be added to any post or page
  • Looks professional
  • Convenience for visitors

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

Contact Form 7

Contact Form 7 - WordPress Plugin

(Contact Form 7 – WordPress Plugin)

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

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

Another feature you may want to consider is to segment your contact form so prospective customers can choose the topic they want to discuss. This ensures that contact form requests reach the right person.

Adding A Map

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

Integrating maps (e.g. Google Maps), with your WordPress site also provides many benefits, such as:

  • Maps increase local SEO
  • Allows clients to better plan their meeting or appointments
  • Show location of events

Adding a map to your site helps your visitors and clients find you

(Adding maps to your site helps your visitors and clients find you)

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

Improve Search Engine Optimization, Improve User Engagement And Increase Web Traffic Generation Using WordPress Plugins & Themes

WordPress Plugins For Financial Services

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

Calculator Pro Calculators

Calculator Pro Calculators Plugin For WordPress

(Calculator Pro Calculators Plugin)

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

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

  • Interest rate
  • Payments
  • Leases
  • Equity
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin For WordPress

(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 display as many widgets as you want.

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker WP Plugin

(Custom Stock Ticker – WordPress Plugin)

This plugin lets you place custom stock tickers on any page, post, or sidebar with shortcodes.

Custom Stock ticker comes with several customizable ticker. You can choose to use built-in themes 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 height, width, background color, number of stocks displayed at one time, font size, text color, 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 calculating repayments on automotive loans, property loans, or other large loans.

Finance Calculator Plugin For WordPress

(Finance Calculator WordPress Plugin – Loan Calculators)

This plugin also contains an application form that will send 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 Plugin For WordPress

(WP-Invoice – WordPress Plugin)

WP-Invoice lets you send itemized invoices to clients.

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

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

WP-Invoice lets you add custom payments and charges, insert pre-defined line items and discounts, quickly view invoice status and progression, easily filter and find invoices, show invoice receipts and invoice history, create notification email templates, display 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 – WordPress Plugin)

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

All In One Business Management Application

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

All In One Business Management Application supports different 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 - WordPress Plugin

(iBilling – Accounting and Billing Software Plugin For WordPress)

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 WordPress Plugin - Invoicing

(iBilling – Accounting and Billing Software WP Plugin – Invoicing)

It integrates with several payment gateways.

For more details, go here}:

Financial Themes For WordPress

To get the most benefit out of growing your business online with WordPress, it’s best to choose a theme specifically suited for accounting businesses. Below is a list of some of the best accountancy themes available. These themes allow you to have a professional-looking accounting website within minutes.

Accounting Pro

Accounting Pro Theme For WordPress

(Accounting Pro WordPress Theme)

This premium theme is a turn-key theme developed 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-resized images, and a whole lot more.

Accounting Pro can be expanded using premium add-ons.

More info:



(Accountancy WP Theme)

This theme offers a variety of styles and layouts that helps make your accounting website look and feel professional.

It includes a custom slider, a featured testimonial, and more. It’s lightweight, search engine friendly, fast loading, and is responsive. Accountancy provides the flexibility you need without bloating your theme with features you don’t need. Free updates and 1 year of support is included in the cost of purchasing.

More information:


Accounting - WordPress Theme

(Accounting Theme)

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

For more details, go here:


Kathryn - WordPress Theme


This one is a premium child theme for the Genesis Framework that’s designed specifically for accountants. Kathryn offers a slider, multiple layouts, multiple sidebars, flexible rotator, a variety of color options, is easy to use, inexpensive, search optimized, and is responsive. Although this theme could easily suit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy slider plugin and must be purchased separately from the Genesis Framework.

More information:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme)

This premium theme was developed with the idea of professionalism within the accounting industry. It features authoritative colors and layout elements designed specifically to give your accounting site a professional look. It’s a turn-key installation but you can still modify it if you want. It’s responsive and includes pages for your accounting services, contact details section with consultation requests (downloadable as CSV), testimonials section, and a blog.

Go here to learn more this theme:

WP Advocate

WP Advocate

(WP Advocate WP Theme)

WP Advocate is a free corporate theme developed specifically for professional service providers such as accountants and attorneys. You can use the bundled images or upload your own. WP Advocate includes a custom post type for staff profiles and can also integrate with BeSpoke profile templates. It’s clean and loads fast.

More info:


Divi Theme For WordPress

(Divi – WordPress Theme)

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

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

Divi WordPress Theme - Page Builder

(Divi – Page Builder)

It has 40 content modules that you can drag and drop anywhere you want. This includes multiple layouts, a slider, you can place pricing tables, testimonials, call-to-action, and lots more. Divi is fully responsive and completely customizable. Elegant Theme prices start at $69 per year and includes access to 80+ professional themes.

Go here for more information:

The Corporation

The Corporation WP Theme

(The Corporation Theme)

This premium theme was built specifically to create good-looking corporate websites.

It has a sleek page-based home page design with a prominent, flashy slider, blog design, six 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 all sleek business themes.

For more details about using this theme, go here:


Adviser - WordPress Theme

(Adviser – WordPress Theme)

The Adviser Theme was designed to help those in the financial industry to build trust online through clean web design. It’s ideal for those that provide services such as investments or tax advice. Adviser includes a recruitment page with hiring announcements and where to send applications. It also includes a built-in lease calculator. It includes widgets and multiple shortcodes, and includes the drag-and-drop visual composer.

More info:

Tax Help

Tax Help Theme

(Tax Help – WordPress Theme)

Tax Help WordPress Theme was designed specifically for financial organizations, tax and finance advisors, and firms that provide tax services. The theme is designed to showcase your services professionally to help build 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 many custom shortcodes.

More info:

Finance Business

Finance Business WordPress Theme

(Finance Business WordPress Theme)

This premium WordPress theme was specifically built for businesses that provide any type of financial service such as tax help, consulting, corporate, finance, insurance, accounting, loans, and more. The theme includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that includes charts and financial content. It also includes the custom drag-and-drop composer, 2 premium sliders, page settings, color management features, animated elements, and a lot 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

We hope that you have found this comprehensive guide on ways of improving your website with WordPress helpful.

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


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