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 AccountantsIn Part 1 of this guide on ways to grow your accounting web presence, we covered the following areas:

  • Online Challenges For Accounting Businesses
  • Online Opportunities For Professional Accountants
  • How To Improve Your Web Pages
  • Improving Your Web Content

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

  • Improving Traffic
  • Ways To Generate New Leads & Enquiries Using WordPress
  • WordPress Plugins That Improve Search Engine Optimization, Increase User Engagement And Increase Web Traffic Generation

Important Info

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

Ways To Improve Web Traffic With WordPress

Web traffic is vital to your business growth. This section discusses how to improve your accounting business online with WordPress.

Optimize Your Site For Search Engines

There are loads of ways that WordPress helps improve SEO:

  • URLs – configure the permalinks to use the title of the post.
  • Tags – WordPress lets you select the keywords that you want search engines to index your article pages (posts) for.
  • Categories – Create search engine-friendly categories for keeping your content organized and easy to find.
  • Post Excerpts – WordPress lets you compose the description for your posts that search engines will show.
  • Images – title images used in your content with keywords for improved search engine results.
  • Content Linking – WordPress has a built-in feature that allows you to easily link your content to other posts and pages
  • Post Notification – Configure your site to automatically notify (ping) other search directories immediately upon publishing new content on your site.

How To Improve SEO, Improve User Engagement And Drive More Web Traffic With Plugins

As well as the built-in features of WordPress, there are also a number of WordPress plugins that improve SEO, increase user engagement and drive more visitors to your website.

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

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

A plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) can improve your website's SEO

(A plugin like Yoast SEO can improve your site’s SEO)

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

  • BuddyPress – This free plugin allows you to set up and run a social community on your website.
  • bbPress – This free plugin allows you to set up and run your own community forum on your site.
  • E-Newsletter – E-Newsletter lets you send email newsletters, track results and manage subscribers from your WordPress dashboard, without a third party subscription.
  • Disqus – Power discussions and increases engagement on your website or blog.
  • Social Media Feather – Easily add social buttons and features that allow visitors to share your content online on your website.

WordPress users can easily add social features to their site with WordPress plugins

(WordPress users can easily add social features to their website with WordPress plugins)

Ways To Generate More Leads & Enquiries Using WordPress

Let’s now discuss how to improve your sales and generate new leads and enquiries.

Providing An Email Newsletter

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

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

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

Add Contact Forms

A contact form provides an easy and simple way for readers to contact you. A contact form also lets users report issues, contact specific departments, ask for a quote, and more.

Contact forms provide many benefits and advantages including:

  • Reducing spam
  • Set up automated responses
  • Gives you control over what gets sent to you
  • You can 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

(Contact Form 7 WordPress Plugin)

This plugin is easy to install and set up and lets you create multiple contact forms, customize your form and the email contents, add fields, and more.

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

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

Provide Maps

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

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

  • Maps increase local SEO
  • Helps visitors find your office easily
  • Displays location of events

Adding maps helps your visitors and clients find you

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

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

Improving SEO, Increase User Engagement And Drive More Visitors With WordPress Plugins & Themes

Accounting WordPress Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators Plugin For WordPress

(Calculator Pro Calculators – WordPress Plugin)

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

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

  • Mortgage
  • Payments
  • Leases
  • Credit
  • And 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 displays up to 20 different stock quotes per portfolio. You can show as many widgets as you like.

Show Stock Quotes Plugin

(Show Stock Quotes WP Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker - WordPress Plugin

(Custom Stock Ticker Plugin)

With this plugin you can add custom stock tickers to any sidebar, post or page using shortcodes.

This plugin comes with a number of customizable ticker. Choose from built-in skins or customize these yourself to match your site. You can also add custom stocks to individual categories.

Appearance customizations include height, width, background color, scroll speed, opacity, number of stocks displayed simultaneously, font size, font family, text color, etc.

For more details, go here}:

Finance Calculator

Finance Calculator - WordPress Plugin

(Finance Calculator)

This free plugin lets your users calculate indicative repayments online. It’s great for calculating automotive loans, property, or other large loans.

Finance Calculator Plugin For WordPress

(Finance Calculator – WordPress Plugin – Loan Calculator)

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

Other features of this plugin include showing payment protection, calculating 12 to 60 months loans and creating forms that can be placed in any page or post.

For more details, go here}:


WP-Invoice Plugin

(WP-Invoice – WordPress Plugin)

WP-Invoice is ideal for WordPress users with clients to bill.

WP-Invoice integrates billing into WordPress. You can send out 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 PayPal,, Stripe, and others.

WP-Invoice features include adding custom payments and charges, creating pre-defined line items and discounts, viewing invoice status and progression, filtering and finding invoices, seeing invoice receipts and invoice history, creating e-mail notification templates, viewing 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

(All In One Business Management Application – WordPress Plugin)

This complete business management system includes accounting management, invoicing, order management, helpdesk with ticket system, CRM and many additional features.

All In One Business Management Application - WordPress Plugin

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

The plugin supports multiple 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)

iBilling is a scalable business software that lets you manage and communicate with clients, tracks your company’s net worth and cash flow, send single-click payment reminders and payment confirmations, and lots more.

iBilling - Accounting and Billing Software - Invoice

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

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

For more details, go here}:

Accounting And Financial Services WordPress Themes

To get the best features and professional look for your website, we recommend choosing a theme specifically suited for accounting. Below is a list of some of the best accountancy themes available. With the themes listed below you can have a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of web design.

Accounting Pro

Accounting Pro

(Accounting Pro Theme For WordPress)

This premium WordPress theme is an inexpensive turn-key theme for accountants and accountancy firms. It’s a responsive theme with a drag-and-drop page-builder, has several page templates, custom menus, 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 customize this theme by installing premium add-ons.

More information:


Accountancy Theme


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

This mobile-friendly theme includes a custom slider, a featured testimonial section, it’s lightweight, search engine optimized, and loads fast. It provides the features you need without bloating your theme. Free updates and one year of support is included in your purchase.

For more information, go here:


Accounting Theme

(Accounting Theme For WordPress)

This theme includes a drag-and-drop builder so you can 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, 3 blog types, and is responsive. It is a clean-looking, modern and fast-to-load theme.

For more details about this WordPress theme, visit this website:


Kathryn WordPress Theme

(Kathryn Theme)

This one is developed for accounting services. The theme allows you to use WordPress as a true CMS and comes with a slider, multiple layouts, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, many color options, is easy to use, search engine friendly, and is responsive. Although it can easily fit any profession you want it to, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and must be purchased separately from the Genesis Framework.

More info:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme)

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

More information:

WP Advocate

WP Advocate Theme

(WP Advocate Theme For WordPress)

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

More info:




Divi is one of the most flexible themes in Elegant Themes‘ entire collection of WordPress themes. Divi lets you create any style of professional website 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 anyone to understand and easily change the structure of their page without editing any code.

Divi - WordPress Theme - Page Builder

(Divi WP Theme – 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 mobile-friendly and fully customizable. Prices start at $69 per year and includes access to 80+ themes.

For more details, go here:

The Corporation

The Corporation WordPress Theme

(The Corporation Theme For WordPress)

This premium WordPress theme from Elegant Themes was designed specifically to make corporate websites look good.

It has a page-based home page design with a nice slider. It also has a blog design. It comes with 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 full access to 80+ professional themes.

To learn more about this theme, visit this site:


Adviser Theme

(Adviser WordPress Theme)

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

More info:

Tax Help

Tax Help Theme

(Tax Help Theme)

This premium theme for WordPress was designed specifically for financial organizations, tax and finance advisors, and those providing tax services. It’s designed to show your services in a professional way and help grow your business 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.

To learn more about about using this WordPress theme, go here:

Finance Business

Finance Business - WordPress Theme

(Finance Business – WordPress Theme)

Finance Business was developed for firms that provide any type of financial service such as tax help, consulting, corporate, insurance, finance, accounting, loans, and more. The theme 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, two premium sliders, page options, color management features, animated elements, and a lot more.

More information:


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 how to improve SEO, increase user engagement and drive more visitors with plugins helpful.

Build An Accounting Website With WordPress


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