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 article on ways to grow your accounting web presence, we provided practical tips and suggestions on the following areas:

  • Online Challenges For The Accounting & Financial Services Profession
  • Opportunities For The Accounting Profession In The Web Economy
  • Basic Website Pages
  • How To Improve Your Content

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

  • Improving Traffic Using WordPress
  • How To Generate New Leads & Enquiries
  • How To Improve SEO, Increase User Engagement And Increase Web Traffic Generation Using Plugins And Themes

Useful Information

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

Grow Your Accounting Website – Improving SEO, Increase User Engagement And Increase Web Traffic Generation With Plugins

Web traffic is vital to your business growth. This section will help you improve your web traffic using WordPress.

Optimizing Your Site For SEO

There are so many ways that WordPress helps optimize your accounting or financial services website for search engines:

  • URLs – configure the permalinks to use the title of the posts as the URL of your pages.
  • Post Tags – Specify the keywords that you want search engines to index your article pages (posts) for.
  • Categories – Create SEO-friendly categories for your posts and products.
  • Post Excerpts – Create an excerpt that search engines will display.
  • Images – title images used in your content with keywords for better search results.
  • Internal Content Linking – WordPress provides a built-in feature that allows you to easily link internal content
  • Pinging – WordPress can be configured to automatically notify other sites and directories as soon as a new post is published on your site.

WordPress Plugins That Can Improve Search Engine Optimization (SEO), Increase User Engagement And Generate More Traffic

In addition to the built-in features of WordPress, the WordPress developer community makes available many plugins that improve your website’s SEO, increase user engagement and drive more web traffic to your website.

For example, 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

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

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

  • BuddyPress – Run your own social networking community on your website.
  • bbPress – This plugin helps you run your own forum on your site.
  • E-Newsletter – Use this WordPress plugin to send professional email newsletters, track results and manage subscribers from your WordPress dashboard, without requiring third-party subscriptions.
  • Disqus – use this plugin to power discussions and helps to increase user engagement on your site.
  • Floating Social – Use this plugin to add social buttons and features that allow visitors to share your content online to your pages and posts.

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

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

Generating New Leads & Enquiries

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

Provide A Newsletter

Providing a newsletter is a great way to build a list of subscribers. Adding email newsletters] provides many benefits and advantages, like:

  • Drives targeted traffic to your site
  • Keeps your business at the forefront of your reader’s minds
  • Provides useful information and advice
  • Provides you with a targeted marketing channel
  • Allows you to offer special services or products to a select audience
  • Increases user engagement
  • Provides you with additional opportunities for your content to be shared with new prospective customers

An effective way to get visitors to subscribe to your newsletter is to provide users with valuable content and give them something valuable for free in exchange for their personal details. This could be a handy guide, checklists for handling tax, access to financial calculators, discount coupons, access to subscriber-only content, contests, etc.

Provide A Contact Form

Contact forms provide an easy and simple way for prospective clients to get in touch with you. Readers can provide feedback, ask questions to specific departments, ask for a quote, give suggestions and more.

A contact form provides many benefits and advantages including:

  • Reducing spam
  • Set up automated responses
  • Gives you control over what is sent to you
  • You can keep your email address private
  • Different forms can be added to any post or page
  • Looks professional
  • Convenient for site visitors

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

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7)

This plugin allows you to create multiple contact forms into any page on your site, customize the form and the email contents, add fields, and more.

The plugin also supports international languages, Ajax-powered submissions, CAPTCHA, Akismet spam filtering and so on.

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

Adding Maps

Adding a map to your website helps your visitors and customers find you.

A map is a useful tool for several reasons:

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

Adding a map helps your visitors and customers find you

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

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

Improve Search Engine Optimization, Increase User Engagement And Increase Traffic Generation Using WordPress Plugins

Financial WordPress Plugins

WordPress provides a number of plugins you can add to your website that will immediately make available a range of functional tools for users. Here are just some of the plugins you can choose from:

Calculator Pro Calculators

Calculator Pro Calculators - WordPress Plugin

(Calculator Pro Calculators Plugin)

This plugin provides a free collection of 400+ calculators. You can embed them 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 WordPress Plugin

(Show Stock Quotes)

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

Show Stock Quotes Plugin

(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)

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

The plugin offers a number of customizable ticker. Choose from built-in skins or customize it yourself. It’s easy to customize it so it matches your site. You can also add custom stocks to specific categories.

Customize the appearance by changing colors, size, speed, text, and symbols, etc.

For more details, go here}:

Finance Calculator

Finance Calculator WP Plugin

(Finance Calculator Plugin For WordPress)

This free calculator lets your users calculate indicative repayments. It’s great for automotive loans, property, or any other large loan.

Finance Calculator Plugin For WordPress

(Finance Calculator WordPress Plugin – Loan Calculator)

Finance Calculator also contains an application form that sends 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 For WordPress

(WP-Invoice Plugin For WordPress)

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, like business location, electronic signature, PDF creation, quoting, 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 several others.

The plugin lets you add custom payments and charges, create pre-defined line items and discounts, view invoice status and progression, easily filter and find invoices, see invoice receipts and invoice history, create notification e-mail templates, display 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)

This is a complete business management system that includes accounting management, invoicing, order management, helpdesk with knowledgebase and support ticket management system, CRM and lots more.

All In One Business Management Application WordPress Plugin

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

All In One Business Management Application supports different languages, is fully customizable and provides powerful tools like document management, to do app, and more.

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software Plugin

(iBilling – Accounting and Billing Software – WordPress Plugin)

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

iBilling - Accounting and Billing Software Plugin - Invoicing

(iBilling – Accounting and Billing Software WP Plugin – Invoice)

It allows you to get paid faster by integrating with several online payment gateways.

For more details, go here}:

Financial WordPress Themes

To benefit the most from using WordPress to grow your business online, we recommend choosing a theme specifically for accounting. Below is a list of 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 Theme

(Accounting Pro WordPress Theme)

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

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

For more details about using this theme, visit the theme website:


Accountancy WP Theme

(Accountancy Theme For WordPress)

This one comes with a variety of built-in styles and layouts that helps give your accounting site a professional look and feel.

It includes a custom slider, a featured testimonial section, and more. It’s lightweight, search engine optimized, loads fast, and fully responsive. Accountancy Theme provides what you need without bloating your theme with features you don’t need. Your purchase price includes free updates and 1 year of support.

For more details, go here:


Accounting Theme

(Accounting Theme For WordPress)

Accounting Theme includes a drag-and-drop builder that allows you to design your website any way you want. It also has unlimited sidebars with custom widgets, four different types of headers, a custom admin panel, different color schemes, a custom slider, three different blog types, and is fully responsive (mobile-friendly). Accountancy looks clean and modern and loads fast.

Go here for more info:


Kathryn Theme For WordPress

(Kathryn – WordPress Theme)

This one is a premium WordPress child theme for the Genesis Framework that’s designed 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, inexpensive, SEO friendly, and is mobile-friendly. Although it could easily suit any profession you want it to, it builds a great looking accounting theme. It includes a license for the Soliloquy slider plugin and is a separate purchase from the Genesis Framework.

Go here for more information:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – WP Theme)

This one was designed to exude professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., is designed specifically to help give your accounting business site a professional look. 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 services, contact form section with consultation requests (downloadable as CSV), testimonials section, and a blog.

More information:

WP Advocate

WP Advocate WordPress Theme

(WP Advocate – WordPress Theme)

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

Go here for more information:


Divi - WordPress Theme

(Divi Theme)

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

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

Divi Theme - Page Builder

(Divi Theme For WordPress – Flexible Page Builder)

Divi has 40 content modules that you can drag and drop anywhere you want. Modules include bar counter, call to action, circle counter, divider, gallery, map, person, shop, social media follow, video, fullwidth code, fullwidth map, fullwidth slider, and more.. It is fully responsive and completely customizable. Elegant Theme prices start at $69 per year and includes full access to over 80 professional themes.

More information:

The Corporation

The Corporation Theme

(The Corporation WordPress Theme)

This theme was developed specifically to make corporate sites look great.

This theme has a page-based home page design with a eye-catching slider, blog design, six different unique color schemes, multiple page templates which include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Theme prices start at $69 per year and includes access to 80+ stunning themes.

More information:


Adviser WP Theme


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

Go here to learn more this theme:

Tax Help

Tax Help WordPress Theme

(Tax Help WordPress Theme)

This theme was developed for financial companies, tax and financial advisors, and firms that offer tax assistance. It’s designed to showcase your services professionally to help establish your business reputation. It comes with a range of blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

More info:

Finance Business

Finance Business Theme

(Finance Business)

This theme was designed specifically for businesses that provide any type of financial service including consulting, tax help, corporate, finance, insurance, accounting, loans, and more. It includes a custom CMSMasters Visual Content Composer plugin, around 100 shortcodes that includes charts and financial content, a custom drag-and-drop composer, two premium sliders, page settings, color management features, animated elements, and a 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

Hopefully, this comprehensive guide has helped you learn ways to improve SEO, improve user engagement and drive more web traffic using plugins.

Best WordPress Plugins And Themes For Accountants

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