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 Themes And Plugins To Grow Your Accounting Business OnlineIn Part 1 of this article on ways to improve your accounting business online, we provided in-depth tips and suggestions on the following areas:

  • Challenges Professional Accountants Face Online
  • Opportunities For Accounting Businesses In The Digital Economy
  • Your Website Pages
  • Ways To Improve The Content On Your Site

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

  • Tips For Improving Traffic Using WordPress
  • Generate Leads & Enquiries Using WordPress-Based Applications
  • WordPress Plugins That Improve SEO, Increase User Engagement And Generate More Visitors To Your Website

Important Info

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

Improve Website Traffic Using WordPress

Web traffic is an integral part of your business growth. This section will help you improve your web traffic using WordPress.

Optimizing Your Website For Search Engines

There are lots of ways WordPress can help to improve SEO:

  • SEO-Friendly – Set the permalinks to use the title of the posts as the web address of your pages.
  • Tags – Specify the keywords that you want search engines to index your posts for.
  • Categories – Create SEO-friendly categories for your posts and products.
  • Post Excerpts – Create descriptions for your posts that will display to search engine users.
  • Images – title your images with keywords for better search results.
  • Content Linking – WordPress provides a built-in feature that allows you to easily link internal content
  • Pinging – Configure your site to automatically notify (ping) other search directories immediately upon publishing a new post on your site.

How To Improve Search Engine Optimization, Increase User Engagement And Increase Web Traffic Generation With Plugins

In addition to the built-in features of WordPress, the WordPress development community makes available also a number of plugins that improve your accounting website’s SEO, increase engagement and drive more traffic to your business.

For example, here are some plugins you can use to improve your website’s search engine optimization:

Use a plugin like Yoast SEO to improve your SEO

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

Other WordPress tools you can add to improve SEO, increase engagement and drive more web traffic to your business are to add a forum, newsletters, comments, and social sharing. Here are some more powerful plugins that can help:

  • BuddyPress – Set up your own online social networking community on your website, with member profiles, user groups, messaging, activity streams, and more.
  • bbPress – This free plugin allows you to run a forum on your website.
  • E-Newsletter – E-Newsletter allows you to send professional email newsletters, track results and manage subscribers from your WordPress dashboard.
  • Disqus – Disqus lets you power discussions and increases engagement on your website or blog.
  • Monarch – Add powerful social sharing features on your pages and posts.

WordPress users can easily add social sharing buttons to their website with WordPress plugins

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

Generating New Leads & Enquiries

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

Provide An Email Newsletter

Providing a newsletter is a great way to retain and grow your readership. Adding email newsletters] provides many benefits, like:

  • Drives targeted traffic to your site
  • Keeps your business at the forefront of your reader’s minds
  • Keeps readers updated
  • Provides a highly targeted marketing channel
  • It’s a way to provide special services or products to a select audience
  • Provides new opportunities for increasing user engagement
  • Provides you with another way for your content to be shared online with other prospective clients

A proven strategy for attracting subscribers is to provide high value content and offer users something for free in exchange for their personal details. This can be a time-saving guide, tips for handling tax, access to financial calculators, coupons, access to courses, contests, etc.

Provide A Contact Form

Contact forms provide an easy and simple way for readers to contact you. Contact forms also let readers provide feedback, contact specific departments, ask for quotes, and more.

Contact forms provide many benefits, like:

  • Reducing spam
  • Set up automated responses
  • Giving you control over what gets sent to you
  • Allows you to keep your email address private
  • Can be added to any page or post
  • Improves the professional look of your site
  • More convenient for site visitors

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

Contact Form 7

Contact Form 7 Plugin For WordPress

(Contact Form 7 WP Plugin)

Contact form 7 is a free plugin that lets you add multiple contact forms, customize your forms and the email contents, add fields, and more.

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

Another option to consider is adding sections to your contact form so visitors can choose the aspect of your business they are contacting you about. This ensures that visitors get the comment to the right person.

Adding A Map

Adding maps to your site helps your visitors and customers find you.

A map is a great tool for several reasons:

  • A map improves local SEO
  • Visitors can find your office easily and plan their trips better
  • Show location of events

Adding a map helps your visitors and clients find you

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

Popular Google Maps plugins include:

WordPress Plugins & Themes For Improving Search Engine Optimization, Increasing User Engagement And Traffic Generation

Accounting And Financial Services Plugins For WordPress

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

Calculator Pro Calculators

Calculator Pro Calculators WP Plugin

(Calculator Pro Calculators Plugin For WordPress)

This is a free collection of over 400 calculators that you can provide to users on your website. It also supports internationalization

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

  • Interest rate
  • Loans
  • Tax
  • Equity
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes WP Plugin)

This plugin installs a widget that displays a number of different stock quotes per portfolio. You can display as many widgets as you want.

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes Plugin For WordPress – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker Plugin)

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

This plugin comes with loads of customizable ticker. You can choose from built-in skins or customize it yourself to match your website. You can also add custom stocks to individual categories.

Appearance customizations include size, text, colours, etc.

For more details, go here}:

Finance Calculator

Finance Calculator Plugin For WordPress

(Finance Calculator)

This free calculator allows your visitors to calculate indicative repayments. This is a useful tool for calculating auto loans, real estate, or any other large loan.

Finance Calculator

(Finance Calculator – Loan Calculator)

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

Other features of this plugin include displaying 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 – WordPress Plugin)

WP-Invoice lets you send itemized invoices to clients.

This plugin lets you integrate billing into WordPress. You can send clients itemized invoices. It even allows you to set up recurring billing. It 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, 2Checkout, PayPal Payments Pro, and many others.

You can add custom payments and charges, create pre-defined line items and discounts, quickly view invoice status and progression, easily filter and find invoices, show invoice receipts and invoice history, create email notification templates, display reports (collected vs uncollected invoices, ten 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 For WordPress

(All In One Business Management Application Plugin)

This complete business management system includes accounting management, invoicing, order management, helpdesk with ticket system, CRM and lots more.

All In One Business Management Application Plugin For WordPress

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

All In One Business Management Application supports international languages, is fully customizable and provides powerful 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)

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

iBilling - Accounting and Billing Software - Invoice

(iBilling – Accounting and Billing Software – Invoicing)

It integrates with several payment gateways.

For more details, go here}:

Accounting Themes For WordPress

To get the most benefit out of growing your business online with WordPress, we recommend choosing a theme specifically suited for accounting. Here is a list of some of the best accountancy themes available. These themes allow you to own a professional accounting website within minutes.

Accounting Pro

Accounting Pro - WordPress Theme

(Accounting Pro)

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

Accounting Pro can be expanded by installing premium add-ons.

To learn more about this theme, go here:


Accountancy - WordPress Theme

(Accountancy – WordPress Theme)

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

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

More info:



(Accounting – WordPress Theme)

This premium theme includes a drag-and-drop builder so you can design your site any way you want. It also provides unlimited sidebars and custom widgets, four different types of headers, a custom admin panel, different color schemes, custom slider, three different blog types, and is fully responsive. Accountancy looks clean and modern and loads fast.

Go here to learn more about using this WordPress theme:


Kathryn Theme For WordPress

(Kathryn Theme)

This one is a premium WordPress child theme for the Genesis Framework that’s developed specifically for accountants. It has multiple layouts, slider, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, various color options, is easy to use, search engine optimized, and is responsive (mobile-friendly). Although it could easily suit any profession you like, 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.

Go here for more details about using this theme:

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme – Theme For WordPress)

This premium theme for WordPress was developed to enhance professionalism within the accounting industry. It features an authoritative color scheme and layout elements 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 mobile-friendly and includes pages for your accounting services, contact details section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

Go here for more info:

WP Advocate

WP Advocate WordPress Theme

(WP Advocate Theme For WordPress)

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

More info:



(Divi WP Theme)

This theme is the most flexible theme in Elegant Themes‘ entire collection of WordPress themes. You can create any style of professional website you want using the page builder or beautiful pre-made layouts. You can modify your layout to your heart’s content.

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

Divi - Page Builder

(Divi – WordPress Theme – Flexible Page Builder)

It comes with 40 content modules that you can drag and drop anywhere you want. Modules include accordion, blurb, contact form, divider, image, number counter, person, sidebar, tabs, text, fullwidth header, fullwidth map, fullwidth post title, and more.. It is mobile-friendly and fully customizable. Themes start at $69 per year and includes access to over 80 themes.

More information:

The Corporation

The Corporation

(The Corporation – WordPress Theme)

The Corporation was developed specifically to create great-looking corporate websites.

This theme has a sleek page-based home page design with a prominent, flashy slider. It also has a blog design. It has 6 unique  color schemes. It also has multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Elegant Theme prices start at $69 per year and includes access to over 80 beautifully-designed themes.

Go here to learn more about this WordPress theme:


Adviser WP Theme

(Adviser – WordPress Theme)

Adviser was specifically developed to help businesses in the financial industry to build trust through clean web design. It’s perfect for those that provide services like investing or tax advice. The theme includes a recruitment page with hiring announcements and where to send applications. It also includes a lease calculator. It includes multiple shortcodes and widgets, and includes the drag-and-drop visual composer.

For more details, go here:

Tax Help

Tax Help WordPress Theme

(Tax Help WP Theme)

Tax Help was specifically developed for financial companies, tax and financial advisors, and businesses offering tax services. This theme is designed to show your services professionally to help build your business reputation. It has different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

More information:

Finance Business

Finance Business

(Finance Business Theme For WordPress)

Finance Business was developed specifically for businesses that provide financial services such as consulting, tax help, insurance, finance, corporate, loans, accounting, and more. Finance Business includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that includes charts and financial content. It also includes the custom drag-and-drop composer, two premium sliders, page options, 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 comprehensive guide on how to improve your accounting or financial services business online with WordPress useful.

Best WordPress Themes And Plugins For Accountants

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