Grow Your Accounting Business Online With WordPress

This article focuses on helping accountants and financial service professionals grow their business online and contains useful information on ways to improve the effectiveness of your accounting or finance-related web presence.

Grow Your Accounting Business Online With WordPress

How To Successfully Grow An Accounting Online Presence With WordPressThe information economy has not only revolutionized business around the world, it has also created growing challenges and great opportunities for CPAs.

Online Challenges For CPAs

Today, more than ever, accountants must find smarter ways to stand out from the competition, source new business, and keep their current business. Not only do you have to be fully involved in the communities and industries you serve, you must also develop a strong web presence. This includes having an effective web presence and learning smarter ways to promote your business online.

In addition to investing money advertising offline, you will probably find (if you haven’t already) that in order to remain competitive, you will need to assign a larger portion of your budget towards the development and maintenance of a website that will bring in clients, engage users, outrank the competition in search engines and social media, and help to give your business wider exposure online.

This means that your website not only has to look professional, load fast, and your site layout has to be easy to navigate, but even more importantly, the needs of your website may change in time and sections may need to be frequently updated. This requires implementing sound web and content management strategy.

Another difficult challenge that accounting businesses face with their websites (as most businesses do for that matter), is that your site has an average of 30 seconds to give users the information they are searching for or they will go away.

“Websites have evolved into central information hubs where service information is still present but enhanced with web portals, hyperlinks to state and federal sites, and a variety of free tools.”

Michael Alter,

Opportunities For Accounting Businesses In The Online Economy

As well as facing many challenges, there are also many online opportunities available for businesses in the accounting sector that can adapt to meet digital economy demands and who can think strategically about marketing their business services better online.

This article will help you uncover a number of ways to drive more traffic and establish online credibility for your accounting or financial services business.


As well as providing practical tips and information on cost-effective ways to improve your accounting business online, we also recommend that you consider using the WordPress Content Management System to power your accounting or financial services business website or blog.

To learn more about the benefits and advantages of using the WordPress Content Management System (CMS), see the articles below:

Ways To Improve Your Accounting Site

In this section we will show you how to improve your accounting website and get better results. We will look at what web pages you need, what content works best, your layout and navigation structure, etc.

If you need website planning assistance, visit this page: A Money-Saving Guide To Web Site Planning For Business Owners

Your Web Pages

Professional websites need several essential web pages. Let’s review the pages your  need to have and how to set up your website for best results.

Services Description Page

It’s essential to have a page that lists your services and any products that you offer.

It should include all the services and products you offer, such as:

  • Business – business planning, formation, accounting, payroll, preparing financial statements, book keeping, financing, forecasting, budgeting, strategic planning, consulting, etc.
  • Taxation – preparing, planning, reviewing, auditing, advice, problem resolution
  • Investment strategies
  • Corporate accounting
  • Wealth creation
  • Superannuation/retirement plan (401k) advice
  • Audit risk assessment and assurance
  • Quickbooks – setup, training, tune up, and support
  • Specialist services – mergers, acquisitions, information technology, secretarial, rentals, trusts, fiduciary accounting, succession planning, selling a business, transfers, etc.
  • Lending and leasing

List all of the services you provide, not just the ones you specialize in. Provide your visitors with information that will educate them about the benefits of using these services and why they should choose you.

About Us

The ‘About Us’ page should give a description of your business and what it stands for, its unique approach, supported community projects, etc.

Remember to list any awards, accreditations, recognitions, certifications, associations, publications, etc., that you can use to promote your company and set it above your competitors.

List all of your awards recognitions, certifications, accreditations, associations, publications, etc. in your About page

(List all of your industry awards accreditations, recognitions, certifications, associations, publications, etc. in your About page. Screenshot image sourced from:

Our Team

If you are searching for quicker and simpler ways to sell more products online, then something you can do, is help your visitors get to know, like and trust your organization better.

People need to relate to your business. One great way to do that is to have a page that introduces your staff or team members. This page should include a photo and a mini biography. Since most visitors won’t be very well-versed in accounting terms it should tell who they are and what their specialties are. You may also want to explain what those specialties mean. It should even include social buttons so your visitors can follow some of your staff members on their social networks.

On this page, don’t be afraid to humanize your team members with personal stories, hobbies, etc., but make sure to highlight your staff member’s experience, why they are an asset to your team, and more importantly, how they can help add value to your clients’ business.

Make sure to add a page that introduces your staff members to prospective new clients

(Add a page that introduces your staff or team members to prospective new clients. Screenshot image source:

To learn more about how to easily add a list directory of staff members to your site without messing around with code, go here: How To Add A Simple Employee List To Your WordPress Site Without Editing Code

Recruitment Page

List any career opportunities available within your firm. This page would include type of training provided, benefits, opportunities for advancement, etc. It should include case studies of recruits who have risen within your firm and information about career opportunities in the accounting industry.

Also include a positions available section in your page. If there are no positions currently available, consider inviting people to return periodically to the page, subscribe to your updates list, follow you on social media, etc.

Case Studies

Case studies and reviews from clients are a great way to show prospective clients what kind of solutions you will implement to help them solve problems. Adding a page with case studies and testimonials from previous clients also provides social proof online.

Add a page to your site with case studies and reviews from clients

(Add a page to your site with client reviews and case studies. Image sourced from:

We have written a comprehensive article on using testimonials, case studies and reviews to improve your business results online. To learn more about this go here: Improve Your Sales Using Knockout Testimonials

Contact Us

Having a contact page is crucial.

Your contact page should include some or all of the following information about your organization:

  • Company Name
  • Your physical address
  • Phone
  • Fax
  • Contact email
  • Google Map
  • Website URL
  • Contact form
  • Request for information – contact details
  • Links to social media networks
  • Interactive chat feature (optional feature)

If you have several areas you want to make that clear when showing your address and contact information.

Consider also including links to an FAQ page, main pages, special offers, helpdesk, newsletter, blog, etc.

Add An Accounting Or Financial Services Blog Section

A blog can be a powerful marketing tool. Many blogging platforms typically include a content management system that is easy to use and allows you to easily promote your business by publishing timely content such as company announcements, product releases, training information, opinions and discussions, videos, webinars, etc.

If you already have an established website, then consider adding a WordPress blog to promote your business.

If you don’t have a website yet, or your existing accounting site is very hard to manage or not giving you the results you want, then WordPress can serve both as your website and your blog.

Useful Info

Not many people know this, but WordPress can become an automated traffic machine that will help deliver new visitors to your web site, simply by publishing regular content to your site.

WordPress can automate your traffic generation

(An expertly configured WordPress site can generate web traffic automatically to your site)

Go here to learn more: Website Traffic Blueprint – A Complete Guide To Getting More Traffic Automatically Using WordPress

Legal Information

As a professional accountant or financial services provider, having a compliant website is very important, not just for building trust and credibility with prospective clients, but also to ensure that you are not breaking any laws or regulations wherever you service clients.

Adding some or all of the following legal pages to your accounting website will help keep you out of trouble with most regulatory authorities, third-party service providers (e.g. Google), and other potential legal threats and inconveniences:

  • Contact Page
  • Privacy Statement
  • Terms And Conditions Of Use
  • Website Disclaimer
  • Affiliate Agreement
  • Anti-Spam Policy
  • Compensation Disclosure
  • DMCA Notice
  • Earnings Disclaimer
  • External Links Policy
  • Financial Disclaimers
  • Refund Policy
  • Video/Audio Terms
  • etc.

We have written a comprehensive article about adding legal pages to your website. Go here to learn more: Adding Legal Pages To Your Site

Improving Your Web Content

In today’s globally competitive economy, the earlier you begin to publish great content on your site, the sooner you will begin to differentiate yourself from competing businesses.

You want to provide great content with information and tips that will get your readers to share your web pages and come back for more information. Content marketing is the most effective way to inform and teach your visitors and prospects about your business and about using your services.

For example, topics for an accounting business can include the following:

  • How balance sheets work
  • Overlooked tax deductions
  • Directors’ duties and legal responsibilities
  • How to present accounts for fundraising activities
  • Cashflow planning
  • Maximizing business insurance cover
  • Protecting revenues
  • Structuring a self-managed retirement fund
  • Things to look for when … (e.g. purchasing insurance, claiming business expenses, etc.)

You can also create a series of educational articles that will help your readers gain a better understanding of your accounting or financial services, such as software accounting, business accounting, business auditing, reducing business debt, financial concepts made simple, etc.

Remember to use the same keywords in your content that your readers will be searching for online.


We recommend subscribing to our Content Marketing Email Training Series. You will receive regular training emails with actionable information that will teach you how to drive more traffic to your web site, save money creating high-quality content for your site visitors and grow your business online using content marketing. It’s not only a great course with loads of useful information, it’s also completely FREE!

Tips For Improving Visitor Engagement And User Experience

Improving your site’s user experience (often referred to as UX) will help keep visitors coming back and using your site. This section will show you different ways to improve visitor engagement and UX.

RSS Feeds

RSS (Really Simple Syndication) feeds provide lots of benefits for your accounting business.

If you provide information that adds value to others, other businesses may want to syndicate your content.

Some of the benefits of having other businesses syndicate your content, include:

  • All of your updates are kept in one place
  • your content distribution doesn’t rely on email
  • Your feeds can be shared online
  • Users can subscribe to your RSS feed
  • It provides a way for links to point back to your content
  • Your feeds can be submitted to RSS directories
  • RSS provides various ways for your readers to receive your content (e.g. read the content on their mobile device using a feed reader)
  • It’s built into WordPress

There are also benefits to adding syndicated content to your site from other sites, such as the fact that you don’t have to write, manage or update the content.

To find RSS feeds with loads of useful content for your website, visit sites of relevant government departments or well-known industry bodies.

Here are some feeds containing useful information that you could add to your accounting website:

RSS (Really Simple Syndication) feeds can help to improve your accounting site's user experience.

(RSS (Really Simple Syndication) feeds can help to improve your accounting website’s UX.)

Add Downloadable Checklists

Adding checklists and forms to your site is a fantastic way to increase user engagement, add value to your audience and provide something unique. Checklists and forms can provide visitors with useful instructions and resources to complete tasks. They are great business planning tools.

You can provide a range of online or downloadable forms and checklists covering subjects such as:

  • How To Set Up A Company
  • Rental Property Worksheet
  • Fundraising Activity Checklist
  • Disclosure Requirements
  • Partnership Tax Checklist
  • Capital Gains Tax Checklist
  • Income Tax Variation Forms
Add Unique Tools

Providing useful online tools, gadgets and applications for businesses (or links to these tools) on your website is a great way to increase visitor engagement and add value to your target audience. Calculators, such as loan and tax calculators, are useful tools to add to accounting websites. Other applications can include time cards, or retirement and interest calculators.

In the next section of this detailed article, we take a look at a number of online tools you can use in your website using WordPress plugins and themes that can help improve your seo, increase user engagement and generate more web traffic to your business.

How To Successfully Grow Your Accounting Web Presence


This is the end of part 1 of this step-by-step article on ways to improve your accounting web presence.

To view Part 2, click here:

Practical Tips

Subscribe Using The Form Below And Get Notified Of New Tutorials!



"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)


Translate »