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 Themes And Plugins For Accounting FirmsIn Part 1 of this guide on ways to improve your accounting business web presence, we provided many practical tips and suggestions on the following topics:

  • Online Challenges For Accountants
  • Opportunities For Accountants
  • Your Web Pages
  • Ways To Improve Your Web Content

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

  • Improving Web Traffic Using WordPress
  • Generate Leads & Enquiries
  • WordPress Plugins That Can Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors

Important Info

For more information about WordPress plugins and themes, go here:

Ways Of Improving Website Traffic

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

Optimizing Your Site For SEO With WordPress

There are so many ways WordPress can help to optimize your accounting or financial services website for search engines:

  • SEO-Friendly – WordPress lets you set the permalinks to use the title of the post.
  • Post Tags – WordPress lets you specify the keywords that you want your article pages (posts) to be indexed by in the search engines.
  • Post Categories – Create search engine-friendly categories for archiving and organizing your content.
  • Excerpts – Create the description for your posts that will display in search results.
  • Images – add search-optimized titles to your images for better search engine results.
  • Content Linking – WordPress provides a built-in feature that allows you to easily link your content to other posts and pages
  • Pinging – Configure your site to automatically notify other search directories as soon as a new post is published on your site.

Improving Search Engine Optimization, Increase User Engagement And Drive More Traffic Using WordPress Plugins

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

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

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

(A plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) can improve your website’s search engine optimization)

Other things you can do to improve your accounting website’s SEO, increase engagement and drive more traffic to your website are to add a forum, newsletters, commenting, and social sharing features. Here are some more plugins that can help (many of the plugins described below are also free):

  • BuddyPress – Set up your own online social networking community on your website.
  • bbPress – Use the bbPress WordPress plugin to set up and run an online community forum on your site.
  • E-Newsletter – E-Newsletter allows you to send email newsletters, track results and manage subscribers from your WP site.
  • Disqus – Disqus lets you power discussions and helps to increase engagement on your website or blog.
  • Social Media Feather – This WordPress plugin lets you add social buttons and features that allow visitors to share your content online on your pages and posts.

WordPress users can easily add social sharing features to their site using WordPress plugins

(You can easily add social sharing to your site using WordPress plugins)

Tips For Generating Leads & Enquiries

Let’s take a look now at ways to improve sales and generate new leads and enquiries.

Provide A Newsletter

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

  • Drives targeted traffic
  • Keeps readers from forgetting about you
  • Provides updates that could save businesses time and money
  • Provides you with a highly targeted marketing channel
  • Allows you to offer special products or services to a select audience
  • Increases interaction
  • Provides additional ways for your content to be shared with other potential clients

A proven way to attract subscribers is to provide users with high value information and give them a free gift in exchange for their personal details. This could be an exclusive report, tips for handling finances, access to tax calculators, discount coupons, membership access to videos, contests, etc.

Contact Forms

Contact forms provide an easy and simple way for prospective customers to get in touch with you. Contact forms also allow users to report issues, ask questions to specific departments, ask for quotes, give suggestions for new services or products and more.

A contact form provides many benefits and advantages, like:

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

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

Contact Form 7

Contact Form 7 WP Plugin

(Contact Form 7 Plugin)

Contact Form 7 allows you to insert and manage multiple contact forms, customize the form and the mail contents, add fields, and more.

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

Something to consider is to add sections to your contact form so prospects can select which topic they are contacting you about. This ensures that visitors’ requests reach the right person.

Adding Maps

Adding maps to your website helps your visitors and clients find you.

Inserting maps, such as Google Maps, into your website also provides users with many benefits, such as:

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

A map helps your visitors and customers find you

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

Some of the most popular map plugins for WordPress include:

Improving SEO, Improve User Engagement And Generate More Traffic With Plugins And Themes

Accounting Plugins For WordPress

WordPress provides a number of plugins you can add to your accounting or financial services site to immediately add a range of practical tools for users. Here are just some of these plugins:

Calculator Pro Calculators

Calculator Pro Calculators WP Plugin

(Calculator Pro Calculators)

This plugin provides a free collection of 400+ calculators that you can display on your website and embed into your posts, pages, or sidebars using shortcodes. Internationalization is supported.

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

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

For more details, go here}:

Show Stock Quotes

Show Stock Quotes

(Show Stock Quotes Plugin)

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

Show Stock Quotes

(Show Stock Quotes – WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker - WordPress Plugin

(Custom Stock Ticker – WordPress Plugin)

This plugin lets you add a custom stock ticker to any sidebar, post or page with shortcodes.

The plugin provides several customizable features. You can choose to use built-in skins or customize it yourself. It’s easy to customize it so it matches your site. You can also create custom stocks for specific categories.

Appearance customizations include colours, size, text, etc.

For more details, go here}:

Finance Calculator

Finance Calculator WordPress Plugin

(Finance Calculator)

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

Finance Calculator Plugin For WordPress

(Finance Calculator WordPress Plugin – Loan Calculators)

This plugin also contains an application form that sends a message to a specified email address.

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

For more details, go here}:


WP-Invoice WordPress Plugin

(WP-Invoice – WordPress Plugin)

WP-Invoice lets you send itemized invoices to clients.

WP-Invoice integrates billing into WordPress. You can send itemized invoices. It even allows you to set up recurring billing. WP-Invoice can be expanded through both free and premium add-ons, like business location, electronic signature, PDF creation, quoting, checkout forms, and more.

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

The plugin gives you the ability to add custom payments and charges, add pre-defined line items and discounts, view invoice status and progression, filter and find invoices, show invoice receipts and invoice history, create e-mail notification templates, access 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 For WordPress)

This complete business management solution includes accounting management, invoicing, order management, helpdesk with ticket management system, client relationship management and many added features.

All In One Business Management Application Plugin For WordPress

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

The plugin supports international 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 - WordPress Plugin

(iBilling – Accounting and Billing Software Plugin For WordPress)

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 WordPress Plugin - Invoice

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

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

For more details, go here}:

Financial Themes For WordPress

To get the best features and professional look for your website, we recommend choosing a theme specifically suited for accounting. Here is a list of some of the best accounting themes available. With these themes you can have a professional-looking accounting website within minutes.

Accounting Pro

Accounting Pro WordPress Theme

(Accounting Pro – WordPress Theme)

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

You can easily customize this theme with premium add-ons.

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


Accountancy WP Theme


This premium theme for WordPress comes in a variety of styles and layouts to help give your accounting site a professional look and feel.

This responsive (mobile-friendly) theme includes a custom slider, a featured testimonial section, it’s lightweight, search engine friendly, and fast loading. Accountancy Theme provides the features you need without bloating your theme. Your purchase price includes free updates and one year of support.

Go here to learn more this theme:


Accounting - WordPress Theme

(Accounting WordPress Theme)

Accounting 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 admin panel, different color schemes, a custom slider, three different blog types, and is responsive. It looks clean and modern and is fast to load.

For more information, go here:


Kathryn Theme

(Kathryn WP Theme)

This premium theme was created for accounting services. Kathryn provides a slider, multiple layouts, multiple sidebars, flexible rotator, many colors, is easy to use, search engine optimized, and is mobile-friendly. Although this theme can easily fit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and is a separate purchase from the Genesis Framework.

For more information, go here:

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme)

This premium theme for WordPress was built to exude professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., is specifically designed 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 (mobile-friendly) and includes pages for your accounting services, contact section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

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

WP Advocate

WP Advocate WP Theme

(WP Advocate Theme For WordPress)

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

Go here for more details about this theme:


Divi - WordPress Theme

(Divi Theme For WordPress)

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

Divi’s page builder transforms elements into visual building blocks, allowing anyone to understand and change the structure of their web pages without editing any code.

Divi WP Theme - Page Builder

(Divi Theme – Flexible Page Builder)

It comes with 40 content modules that you can drag and drop anywhere you want. This includes bar counter, blog, circle counter, email optin, filterable portfolio, map, person, sidebar, testimonial, toggle, fullwidth image, fullwidth portfolio, fullwidth post title, and more.. Divi is mobile-friendly and completely customizable. Themes start at $69 per year and includes full access to all sleek business themes.

Go here for more information:

The Corporation

The Corporation Theme For WordPress

(The Corporation – WordPress Theme)

This one was developed specifically to create great-looking corporate sites.

This theme has a sleek and professional page-based home page design with a prominent slider. It also has a blog design and features that toggle on and off. It has 6  color schemes. It also comes with multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Prices start at $69 per year and includes full access to over 80 stunning themes.

For more details, go here:


Adviser - WordPress Theme

(Adviser WordPress Theme)

This one was built to help finance industry professionals build trust online through clean design. It’s perfect for those that provide services like investment advice or tax help. Adviser includes a recruitment page with hiring announcements and where to send applications, a built-in lease calculator, widgets and multiple shortcodes, and the drag-and-drop visual composer..

Visit this website to learn more about using this theme:

Tax Help

Tax Help

(Tax Help Theme)

Tax Help was developed specifically for financial companies, tax and financial advisors, and those that offer tax assistance. The theme is designed to showcase your services in a professional way and help grow your professional 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.

Visit this site for more information about this WordPress theme:

Finance Business

Finance Business

(Finance Business Theme For WordPress)

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

Go here to learn more this WordPress 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, this comprehensive guide has helped you learn WordPress plugins and themes that can help to improve SEO, increase user engagement and increase web traffic generation.

Best WordPress Plugins And Themes To Grow Your Accounting Business Online

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"If you're new to WordPress, this can stand on its own as a training course and will stay with you as you progress from beginner to advanced and even guru status." - Bruce (Columbus, Ohio)