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 An Accounting Website - Best WordPress Plugins And Themes For AccountantsIn Part One of this article on ways to grow your accounting business online, we provided practical tips and suggestions on the following topics:

  • Challenges Professional Accountants Face Online
  • Opportunities For The Accounting Profession In The Web Economy
  • Improving Your Web Pages
  • Tips On How To Improve The Content On Your Site

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

  • Tips For Improving Traffic With WordPress
  • Generating New Leads & Enquiries
  • Improve Search Engine Optimization, Improve User Engagement And Increase Web Traffic Generation With Plugins

Useful Info

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

Your Accounting Website – WordPress Plugins & Themes That Can Help Improve Search Engine Optimization, Improve User Engagement And Increase Web Traffic Generation

Web traffic is a vital part of your online business growth. This section will help you improve your web traffic.

Optimize Your Site For Search Engines With WordPress

There are so many ways that WordPress helps optimize your website for search engines:

  • URLs – Set the permalinks to create search engine-optimized URLS for your content posts.
  • Post Tags – WordPress lets you select the keywords that you want search engines to index your posts for.
  • Post Categories – Create search engine-friendly categories for your posts and products.
  • Excerpts – Set descriptions for your posts that will show in search results.
  • Images – title images with keywords for improved search engine results.
  • Content Linking – WordPress has a built-in feature that lets you easily create internal links for faster indexing of pages
  • Pinging – WordPress can be set up to automatically notify (ping) other sites and directories immediately upon publishing new content on your website.

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

In addition to the built-in features of WordPress, the WordPress developer community makes available dozens of plugins that will improve SEO, increase engagement and drive more web traffic to your site.

For example, here are some plugins you can use to improve your site’s search engine optimization:

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

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

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

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

  • BuddyPress – BuddyPress can be used to run a social network on WordPress.
  • bbPress – Run an online discussion forum on your site.
  • E-Newsletter – Use E-Newsletter to send professional email newsletters, track results and manage subscribers from your WP site.
  • Disqus – Disqus lets you power discussions and increases engagement on your site.
  • Social Media Feather – Easily add powerful social sharing features and buttons on your website or blog.

You can easily add social sharing to your website using WordPress plugins

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

Ways To Generate New Leads & Enquiries

Let’s now discuss how to improve your sales and generate more leads and enquiries for your accounting or financial services business.

Provide A Newsletter

Providing an email newsletter is a great way to build a list of subscribers. Adding newsletters] provides a number of benefits including:

  • Sends targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides useful updates
  • Provides a highly targeted marketing channel
  • Allows you to offer special products or services to a select audience
  • Increases user engagement
  • Provides another way for your content to be shared online with other prospective customers

A proven way to get visitors to subscribe to your newsletter is to provide users with valuable information and give them additional items of value for free in exchange for their details. This can be an exclusive report, tips for handling tax, access to financial calculators, coupons, access to videos, contests, etc.

Contact Forms

A contact form makes it easy and simple for readers to get in touch. Contact forms also allow readers to report issues, contact specific departments, request quotes, send suggestions for improvements and more.

A contact form provides many benefits, like:

  • Reducing spam
  • Automated response
  • Gives you control over what is sent to you
  • You can keep your email address private
  • Can be added to any post or page
  • Improves the professional look of your site
  • Convenience for visitors

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

Contact Form 7

Contact Form 7 - WordPress Plugin

(Contact Form 7 – WordPress Plugin)

This free plugin is easy to install and configure and lets you insert and manage multiple contact forms to your website, customize the forms and the mail contents, add fields, and more.

Contact Form 7 also supports international languages, Ajax-powered submissions, CAPTCHA, Akismet spam filtering and so on.

Another option you may want to consider is to add sections to your contact form so prospective customers can choose which aspect of your business they are contacting your company about. This ensures that contact form requests reach the right person.

Adding Maps

Adding maps helps your visitors and clients find you.

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

  • Maps increase local SEO
  • Visitors can find you easily
  • Show location of events

Adding a map helps your visitors and clients find you

(A map helps your visitors and clients find you)

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

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

WordPress Accounting Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators WordPress Plugin)

This is a free collection of over 400 calculators that you can display on your website and embed into your posts, pages, or sidebars using shortcodes. It supports internationalization

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

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

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes)

With this plugin you get 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 For WordPress

(Show Stock Quotes WordPress 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 add custom stock tickers to any sidebar, post or page using shortcodes.

Custom Stock ticker offers loads of customizable ticker. Choose from 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 individual categories.

Appearance customizations include width, height, scroll speed, background color, opacity, number of stocks displayed at one time, text color, etc.

For more details, go here}:

Finance Calculator

Finance Calculator - WordPress Plugin

(Finance Calculator – WordPress Plugin)

This free calculator lets users calculate indicative repayments online. This is a useful financial tool for car loans, property, or other large loans.

Finance Calculator Plugin

(Finance Calculator Plugin – Loan Calculators)

The plugin also contains an application form that will send a notification message to a specified email address.

It will show payment protection, calculate 12 to 60 months loans and create a form that can be placed in any page or post.

For more details, go here}:



(WP-Invoice Plugin)

WP-Invoice lets you send itemized invoices to clients.

WP-Invoice integrates billing into WordPress. You can send itemized invoices. It also allows you to set up recurring billing. WP-Invoice can be expanded through both free and premium add-ons that let you manage locations, accept electronic signatures from clients, create PDF versions of your invoices, provide 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 PayPal,, Stripe, and many others.

WP-Invoice lets you add custom payments and charges, insert pre-defined line items and discounts, view invoice status and progression, filter and find invoices, see invoice receipts and invoice history, create notification email templates, view 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 WP Plugin

(All In One Business Management Application)

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

All In One Business Management Application - WordPress Plugin

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

All In One Business Management Application supports multiple languages, is fully customizable and provides additional tools like document management, notice board, 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)

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

iBilling - Accounting and Billing Software Plugin - Invoicing

(iBilling – Accounting and Billing Software – Invoicing)

It allows you to get paid faster online by integrating 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, we recommend choosing a theme specifically for accounting businesses. Here is a list of some of the best themes themes available for accounting. 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 WP Theme)

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

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

Go here for more information:


Accountancy WordPress Theme

(Accountancy – WordPress Theme)

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

This responsive (mobile-friendly) theme includes a custom slider, a featured testimonial, it’s lightweight, search optimized, and loads fast. Accountancy Theme provides the flexibility you need without bloating your theme with features you don’t need. Free updates and one year of support is included in the cost of purchasing.

Go here for more details:


Accounting - WordPress Theme

(Accounting Theme For WordPress)

Accounting includes a drag-and-drop builder so you can design your site any way you want. It also has unlimited sidebars and custom widgets, four different types of headers, a custom administration panel, four color schemes, a custom slider, three different blog types, and is fully responsive (mobile-friendly). It looks clean and modern and loads fast.

Go here to learn more this WordPress theme:


Kathryn - WordPress Theme

(Kathryn – WordPress Theme)

This one is designed for accountants. Kathryn offers a slider, multiple layouts, multiple sidebars, widgetized home page, a variety of colors, is easy to use, inexpensive, search engine optimized, and is fully 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 WordPress responsive slider plugin and must be purchased separately from the Genesis Framework.

More info:

Accounting WordPress Theme

Accounting WordPress 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., was specifically designed to 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 accounting services, contact details section with consultation requests (downloadable as CSV), testimonials, and a blog.

Visit this site to learn more this WordPress theme:

WP Advocate

WP Advocate Theme

(WP Advocate WordPress Theme)

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

More information:


Divi Theme


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

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

Divi - Page Builder

(Divi Theme – Flexible Page Builder)

Divi has 40 content modules that you can drag and drop anywhere you want. These modules include audio player, blurb, contact form, divider, image, number counter, person, shop, social media follow, text, fullwidth header, fullwidth portfolio, fullwidth post title, and more.. It is mobile-friendly and fully customizable. Prices start at $69 per year and includes access to all stunning themes.

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

The Corporation

The Corporation - WordPress Theme

(The Corporation WordPress Theme)

This theme from Elegant Themes was specifically built to make corporate websites look good.

This theme has a page-based home page design with a nice slider. It also has a blog design. It has six  color schemes. It also has multiple page templates which include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Prices start at $69 per year and includes access to 80+ themes.

More info:


Adviser Theme For WordPress

(Adviser Theme)

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

Visit the theme website to learn more about this theme:

Tax Help

Tax Help Theme

(Tax Help)

This one was developed specifically for financial organizations, tax and finance advisors, and those offering tax services. The theme is designed to show your services professionally and help establish your business reputation. It has 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 Theme For WordPress

(Finance Business Theme)

This premium theme was developed for organizations that provide financial services such as tax help, consulting, finance, insurance, corporate, loans, accounting, and more. It 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 settings, color management, animated elements, and a whole lot more.

More info:


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 guide on ways of improving your accounting or financial services website with WordPress helpful.

How To Build An Accounting Website With WordPress Using WordPress

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"Wow! I never knew there's so much to learn about WordPress! I bought one of the WordPress for Dummies three years ago, such authors need to be on this course!" - Rich Law, Create A Blog Now