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.

Best WordPress Plugins And Themes For Accounting WebsitesIn Part One of this article on ways to improve your accounting web presence, we provided in-depth information on the following topics:

  • Online Challenges For Accountants
  • Opportunities For Professional Accountants
  • Basic Pages
  • Tips On How To Improve Your Web Content

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

  • How To Improve Traffic
  • Tips For Generating New Leads & Enquiries
  • WordPress Plugins That Can Help Improve Search Engine Optimization, Increase User Engagement And Increase Traffic To Your Site Generation

Important Info

For more information about WordPress plugins and themes, see these articles:

Ways To Improve Website Traffic Using WordPress

Web traffic is vital to your online business growth. In this section, we explore WordPress plugins that can help to improve SEO, increase user engagement and generate more web traffic.

Optimizing Your Site For SEO

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

  • SEO-Friendly – configure the permalinks to use the title of the posts as the web address of your pages.
  • Post Tags – Specify the keywords that you want search engines to index your articles for.
  • Categories – Add categories for your posts and products.
  • Post Excerpts – Set descriptions for your posts that search engines will display.
  • Images – title images used in your content with keywords for improved search results.
  • Internal Content Linking – WordPress provides a built-in feature that lets you easily link internal content
  • Pinging – Set up your WordPress site to automatically notify other sites and directories immediately upon publishing a new post on your site.

WordPress Plugins For Improving SEO, Better User Engagement And Web Traffic Generation

In addition to the built-in features of WordPress, the WP community makes available quite a number of plugins that will improve SEO, increase engagement and drive more traffic to your website.

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

A plugin like Yoast SEO can improve your website's SEO

(Use a plugin like Yoast SEO to improve your SEO)

Other things you can do to improve your website’s SEO, increase engagement and drive more visitors to your business are to add a forum, newsletters, commenting, and social sharing. Here are a few powerful WordPress plugins that can help (many of the plugins listed below can be downloaded at no cost):

  • BuddyPress – Run your own online social networking community on your site.
  • bbPress – This free plugin lets you set up and run your own community forum on WordPress.
  • E-Newsletter – Send email newsletters, track results and manage subscribers from your WP site.
  • Disqus – This WordPress plugin lets you power discussions and helps to increase engagement on your website.
  • Social Media Feather – Easily add social buttons and features that allow visitors to share your content online to your site.

You can add social sharing features to your website easily with WordPress plugins

(You can add social features to your website easily using free or inexpensive WordPress plugins)

Generating Leads & Enquiries With WordPress-Based Applications

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

Adding An Email Newsletter

Adding a newsletter is an excellent way to build a list of subscribers. It provides several benefits including:

  • Drives targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides useful information and advice
  • Provides you with a highly targeted marketing channel
  • Allows you to provide special products or services to a select audience
  • Increases interaction
  • Provides you with an additional way for readers to share your content

A proven strategy for attracting new subscribers to your email newsletter is to provide them with valuable content and give them free gifts in exchange for their details. This could be a guide, tips for handling tax, access to tax calculators, coupons, access to courses, contests, etc.

Contact Forms

A contact form provides an easy and simple way for prospective clients to get in touch. A contact form also allows visitors to report issues, ask questions to specific departments, ask for quotes, send suggestions for new services or products and more.

A contact form provides many 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 users

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 free plugin lets you create multiple contact forms on your website, customize the form and the mail contents, add fields, and more.

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

Something else to consider is to segment your contact form so visitors can choose which topic they want to discuss. This helps you get the comment to the right person.

Map Integration

A map helps your visitors and clients find you.

Adding maps, such as Google Maps to your website also provides many benefits, such as:

  • They improve local SEO
  • Helps visitors find your office easily
  • Displays location of events

Maps help your visitors and clients find you

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

Here are some of the more popular plugins that let you embed, customize and display Google maps on your site:

WordPress Plugins That Can Help Improve Search Engine Optimization, Increase User Engagement And Drive More Web Traffic

WordPress Plugins

WordPress lets you add a number of plugins to your accounting or financial services website that will immediately add a range of functional tools for users. Here are some of these:

Calculator Pro Calculators

Calculator Pro Calculators WP Plugin

(Calculator Pro Calculators WP Plugin)

This is a free collection of over 400 calculators that you can provide to users on your website and embed into your pages, posts, or sidebars using shortcodes. Internationalization is supported.

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

  • Mortgage
  • Payments
  • CD
  • Equity
  • And more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes Plugin)

This free plugin gives you a widget that shows a number of different stock quotes per portfolio. You can show as many widgets 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

(Custom Stock Ticker WP Plugin)

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

This plugin comes with loads of customizable features. Choose from built-in themes or customize it yourself to match the look and feel of your website. You can also create custom stocks for individual categories.

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

For more details, go here}:

Finance Calculator

Finance Calculator Plugin For WordPress

(Finance Calculator Plugin For WordPress)

This free calculator allows your visitors to calculate indicative repayments. This is a useful financial tool for calculating repayments on automotive loans, property loans, or other large loans.

Finance Calculator WP Plugin

(Finance Calculator WP Plugin – Loan Calculator)

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 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

(WP-Invoice Plugin For WordPress)

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, 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 payment processors like PayPal,, Stripe, and others.

You can 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 e-mail templates, access 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 For WordPress

(All In One Business Management Application Plugin For WordPress)

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

All In One Business Management Application - WordPress Plugin

(All In One Business Management Application Plugin – Invoicing)

The plugin supports different languages, is fully customizable and provides additional tools such as document management, notice board, and more.

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software

(iBilling – Accounting and Billing Software Plugin For WordPress)

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

iBilling - Accounting and Billing Software WordPress Plugin - Invoicing

(iBilling – Accounting and Billing Software – Client Invoice)

iBilling Accounting and Billing Software integrates with several online payment gateways.

For more details, go here}:

Accounting WordPress Themes

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

Accounting Pro

Accounting Pro

(Accounting Pro Theme For WordPress)

This is an inexpensive turn-key theme for accountants and accountancy 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, performs auto resizing for images, and a whole lot more.

Accounting Pro can be expanded through premium add-ons.

More info:


Accountancy Theme

(Accountancy Theme)

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

It includes a custom slider, a featured testimonial, and more. It’s lightweight, search engine friendly, fast loading, and is responsive. Accountancy Theme provides the features you need without bloating your theme. Your purchase price includes free updates and one year of support.

More information:


Accounting Theme

(Accounting – WordPress Theme)

This theme includes a drag-and-drop builder so you can design your website any way you want. It also has unlimited sidebars with custom widgets, four different header types, a custom admin panel, four color schemes, custom slider, 3 blog types, and is fully responsive. Accountancy looks clean and modern and is fast to load.

Go here to learn more about this WordPress theme:


Kathryn Theme

(Kathryn WP Theme)

This premium theme for WordPress was created for accounting services. It allows you to use WordPress as a true CMS and provides multiple layouts, slider, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, various color choices, is easy to use, inexpensive, SEO friendly, and is responsive. Although this theme can easily fit any profession you want it to, 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.

For more information, go here:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – Theme For WordPress)

This premium theme was developed with the idea of professionalism within the accounting industry. It features an authoritative color scheme and elements specifically designed 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 accounting services, contact section with consultation requests (downloadable as CSV), testimonials, and a blog.

More information:

WP Advocate

WP Advocate - WordPress Theme

(WP Advocate WordPress Theme)

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

Go here for more information about using this theme:


Divi Theme For WordPress

(Divi Theme For WordPress)

This premium theme is one of the most flexible themes in Elegant Themes‘ entire collection of WordPress themes. You can create a unique, professional website using the page builder or beautiful pre-made layouts. You can change your layout as much as you need.

Divi’s page builder transforms elements into visual building blocks, allowing anyone to understand and easily redesign the structure of their page without editing a single line of code.

Divi Theme - Page Builder

(Divi WP Theme – Page Builder)

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

More info:

The Corporation

The Corporation Theme For WordPress

(The Corporation – WordPress Theme)

The Corporation from Elegant Themes was specifically created to make corporate websites look good.

This theme has a sleek page-based home page design with a prominent slider. It also has a blog design and features that toggle on and off. It comes with 6  color schemes. It also comes with 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 stunning themes.

Go here for more information:


Adviser Theme For WordPress

(Adviser – WordPress Theme)

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

Visit the theme website to learn more about using this WordPress theme:

Tax Help

Tax Help WP Theme

(Tax Help Theme)

Tax Help WordPress Theme was designed specifically for financial organizations, tax and finance advisors, and those offering tax assistance. Tax Help is designed to showcase your services in a professional way and help grow your professional reputation. It comes with different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

For more information, go here:

Finance Business

Finance Business Theme

(Finance Business)

This premium theme for WordPress was specifically built for organizations that provide financial services such as consulting, tax help, finance, corporate, insurance, loans, accounting, and more. Finance Business includes a custom CMSMasters Visual Content Composer plugin. It also has around one hundred 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 features, animated elements, and lots 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

We hope that you have found this article on ways to improve SEO, increase user engagement and generate more traffic with WordPress plugins useful.

Best WordPress Plugins And Themes For Accountants

Useful Tips

Subscribe below to receive 101+ useful WordPress tips that will help you grow your business …


"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)