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.

Build An Accounting Website With WordPressIn Part One of this comprehensive article on ways to improve your accounting business presence online, we provided in-depth tips and suggestions on the following areas:

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

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

  • Ways Of Improving Traffic
  • Ways To Generate More Leads & Enquiries With WordPress-Based Applications
  • WordPress Plugins That Can Improve Search Engine Optimization, Create Better User Engagement And Generate More Visitors To Your Site


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

Ways Of Improving Traffic Using WordPress

Your web traffic is vital to your online business growth. In this section, we explore ways of improving your business online with WordPress.

Optimize Your Site For Search Engines With WordPress

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

  • SEO-Friendly – WordPress lets you 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 your article pages to be indexed for in the search engines.
  • Categories – Create search engine-friendly categories for your posts and products.
  • Post Excerpts – Set descriptions 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 lets you easily link your content to other posts on your site
  • Pinging – Set up your WordPress site to automatically notify other sites and directories the moment a new post is published on your site.

How To Improve SEO, Increase User Engagement And Increase Web Traffic Generation Using WordPress Plugins

As well as the built-in features of WordPress, the WP community makes available quite a number of plugins that will improve SEO, increase user engagement and drive more web traffic to your business.

For example, you can install the plugins below to improve your site’s search engine optimization:

  • 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)
  • Page-List – WordPress site map plugin (for visitors)

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

(Use a plugin like Yoast SEO (previously known as WordPress SEO by Yoast) to improve your SEO)

Other things you can do to improve your accounting or financial services site’s SEO, increase user engagement and drive more traffic to your website are to add a forum, newsletters, commenting, and social features. Here are a few more powerful plugins that can help (many of the plugins described below can be downloaded at no cost):

  • BuddyPress – Use the BuddyPress plugin to set up and run an online social network on WordPress.
  • bbPress – Use the bbPress WordPress plugin to run a forum on your website.
  • E-Newsletter – This plugin lets you send professional email newsletters, track results and manage subscribers from your WordPress dashboard, without a 3rd party subscription.
  • Disqus – Disqus lets you power discussions and increases engagement on your website.
  • Monarch – This plugin lets you add social buttons and features that allow visitors to share your content online to your site.

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

(You can add social sharing to your site easily with free or inexpensive WordPress plugins)

Tips For Generating More Leads & Enquiries

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

Adding An Email Newsletter

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

  • Drives targeted traffic
  • Keeps readers from forgetting about you
  • Provides updates that can save businesses time and money
  • Provides a targeted marketing channel
  • It’s a way to provide special products or services to a select audience
  • Increases user interaction
  • Provides additional ways for subscribers to share your content

An effective way to entice your visitors to subscribe is to provide high value information and offer users something for free in exchange for their personal details. This can be a special report, tips for handling tax, access to tax calculators, coupons, access to videos, contests, etc.

Provide A Contact Form

A contact form makes it easy and simple for readers to get in touch with you. Contact forms also allow visitors to send feedback, contact specific departments, request a quote, give suggestions and more.

A contact form provides many benefits including:

  • Reduces spam
  • Set up automated responses
  • Giving you control over what gets sent to you
  • Allows you to keep your email address private
  • Contact forms can be added to any post or page
  • Looks professional
  • Is convenient for users

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

Contact Form 7

Contact Form 7 Plugin For WordPress

(Contact Form 7 Plugin For WordPress)

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

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

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


Adding a map helps your visitors and customers find you.

A map is a very useful tool for several reasons:

  • A map improves local SEO
  • Visitors can easily find you
  • Show location of events

Adding maps to your website helps your visitors and customers find you

(Maps help your visitors and clients find you)

Some of the most popular Google Maps plugins include:

Improve SEO, Improve User Engagement And Increase Visitors To Your Accounting Website Generation With WordPress Plugins

Accounting And Financial Services Plugins For WordPress

WordPress makes available a number of plugins you can add to your site that will immediately make available a range of practical tools for your site visitors. Here are just some of the plugins you can choose from:

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators Plugin For WordPress)

This plugin provides a free collection of over 400 calculators. You can embed these into your pages, posts, or sidebars using shortcodes. Internationalization is supported.

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

  • 401k
  • Rate of return
  • Tax
  • Equity
  • And more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes

(Show Stock Quotes Plugin For WordPress)

This free plugin gives you a widget that displays up to 20 different stock quotes per portfolio. You can display as many widgets as you like.

Show Stock Quotes WP Plugin

(Show Stock Quotes Plugin For WordPress – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin For WordPress

(Custom Stock Ticker – WordPress Plugin)

This free plugin lets you add custom stock tickers to any sidebar, page or post using shortcodes.

This plugin includes several customizable ticker. You can choose from built-in themes or customize these yourself. It’s easy to customize it so it matches your website. You can also create custom stocks for individual categories.

Appearance customizations include width, height, background color, scrolling speed, opacity, number of stocks displayed at one time, text color, font family, font size, 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. This is a great tool for calculating vehicle loans, property loans, or other large loans.

Finance Calculator Plugin

(Finance Calculator – Loan Calculators)

The plugin also contains an application form that sends a notification message to the email address you specify.

It will display 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 Plugin

(WP-Invoice WordPress Plugin)

WP-Invoice lets you send itemized invoices to clients.

This plugin lets you integrate billing into WordPress. You can send out itemized invoices, set up recurring billing and expand 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 your clients and their information, and integrates with payment processors like PayPal,, Stripe, and others.

WP-Invoice features include adding custom payments and charges, creating pre-defined line items and discounts, quickly viewing invoice status and progression, easily filtering and finding invoices, showing invoice receipts and invoice history, creating e-mail notification templates, displaying 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 Plugin For WordPress)

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

All In One Business Management Application

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

All In One Business Management Application 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 WP Plugin)

This is a scalable business software that lets you manage customer data and invoicing, tracks your company’s cash flow and net worth, send single-click payment reminders and payment confirmations, and lots more.

iBilling - Accounting and Billing Software - Invoicing

(iBilling – Accounting and Billing Software – Client Invoice)

iBilling Accounting and Billing Software integrates with several payment gateways.

For more details, go here}:

Accounting And Financial Services Themes For WordPress

To benefit the most from using WordPress, it’s best to choose a theme specifically suited for accounting businesses. Here is a list of some of the best accounting themes available. These themes allow you to own a professional-looking accounting website within minutes.

Accounting Pro

Accounting Pro Theme

(Accounting Pro)

Accounting Pro is an inexpensive turn-key theme 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-resizing for images, and a whole lot more.

You can expand this theme with premium add-ons.

More information:


Accountancy WordPress Theme

(Accountancy WP Theme)

This premium theme has a variety of styles and layouts to make your accounting website look and feel professional.

This fully responsive theme includes a custom slider, a featured testimonial section, it’s lightweight, search engine optimized, and fast loading. 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 your purchase.

To learn more about this theme, go here:


Accounting Theme For WordPress


Accounting includes a drag-and-drop builder that allows you to design your site any way you want. The theme also has unlimited sidebars and custom widgets, four different types of headers, a custom administration panel, different color schemes, custom slider, 3 blog types, and is responsive (mobile-friendly). It is a clean-looking, modern and fast loading theme.

Go here for more information:


Kathryn - WordPress Theme

(Kathryn Theme For WordPress)

This one is developed for accountants. It has multiple layouts, slider, multiple sidebars, various color options, is easy to use, inexpensive, search engine optimized, and is mobile-friendly. Although this theme could easily suit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy WordPress slider plugin and must be purchased separately from the Genesis Framework.

Go here to learn more about using this theme:

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme – Theme For WordPress)

This one was built to enhance professionalism within the accounting industry. It features an authoritative color scheme and elements designed specifically to make your accounting site look professional without looking dull. It’s a turn-key installation but you can still modify it if you want. It’s mobile-friendly and includes pages for your accounting services, contact section with consultation requests (downloadable as CSV), testimonials section, and a blog.

More info:

WP Advocate

WP Advocate - WordPress Theme

(WP Advocate Theme)

This is a 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 staff profiles and can also integrate with BeSpoke profile templates. WP Advocate is clean and fast-loading.

Go here for more info:




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

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

Divi - Page Builder

(Divi Theme For WordPress – Page Builder)

Divi comes with 40 content modules that you can drag and drop anywhere you want. Modules include multiple layouts, a slider, you can place pricing tables, testimonials, call-to-action, and lots more. It is responsive and fully customizable. Prices start at $69 per year and includes access to all beautifully-designed themes.

Go here for more info:

The Corporation

The Corporation Theme For WordPress

(The Corporation Theme For WordPress)

The Corporation from Elegant Themes was designed specifically to create great-looking corporate sites.

The Corporation has a sleek page-based home page design with a eye-catching slider. It also has a blog design. It comes with six  color schemes. It also has multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Themes start at $69 per year and includes full access to all beautifully-designed themes.

Go here for more info:


Adviser WordPress Theme


This theme was specifically built to help finance industry professionals build trust online with a clean business design. It’s ideal for businesses that provide services such as investments or tax help. 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 the drag-and-drop visual composer..

Visit the theme website to learn more this WordPress theme:

Tax Help

Tax Help - WordPress Theme

(Tax Help Theme)

This premium theme was built for financial organizations, tax and financial advisors, and firms offering tax assistance. The theme is designed to showcase your services in a professional way to help build your business reputation. It provides different blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

More information:

Finance Business

Finance Business Theme

(Finance Business WordPress Theme)

This premium theme for WordPress was developed specifically for firms that provide any type of financial service such as tax help, consulting, finance, insurance, corporate, loans, accounting, and more. Finance Business includes a custom CMSMasters Visual Content Composer plugin. It also has around one hundred shortcodes that includes charts and financial content. It also includes the custom drag-and-drop composer, 2 premium sliders, page settings, color management, animations, and a whole lot more.

Visit the theme site 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, you have found this article on ways of improving your website with WordPress useful.

How To Build A WordPress Website For Accountants - Best WordPress Themes And Plugins For Accountants

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