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.

How To Build A WordPress Website For Accountants - Best WordPress Themes And Plugins For Accounting WebsitesIn Part One of this guide on ways to grow your accounting business web presence, we covered the following topics:

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

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

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


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

Online Business Tips For Accountants – How To Improve SEO, Increase User Engagement And Drive More Visitors To Your Website With Plugins And Themes

Your web traffic is vital to your business growth. In this section we explore ways to help you improve your web traffic.

Optimizing Your Site For Search Engines With WordPress

There are so many ways WordPress can help to improve your accounting or financial services website’s SEO:

  • SEO-Friendly – WordPress lets you set the permalinks to create search engine-optimized web addresses for your articles and posts.
  • Tags – WordPress lets you select the keywords that you want your articles to be indexed by in the search engines.
  • Post Categories – Add SEO-friendly categories for archiving and organizing your content.
  • Excerpts – WordPress lets you compose the description for your posts that will display to search engine users.
  • Images – add search-optimized titles to your content images for better search results.
  • Internal Content Linking – WordPress has a built-in feature that allows you to easily link internal content
  • Post Notification – Set up your site to automatically notify (ping) other search directories immediately upon publishing new content on your site.

WordPress Plugins For Improving Search Engine Optimization (SEO), Better User Engagement And Generating More Traffic

In addition to the built-in features of WordPress, there are many plugins that will improve your website’s SEO, increase user engagement and drive more web traffic to your site.

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

A plugin like Yoast SEO can improve your website's SEO

(Use a plugin like Yoast SEO (previously called WordPress SEO by Yoast) to improve your site’s search engine optimization)

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

  • BuddyPress – BuddyPress allows you to set up and manage a social network on your website, with member profiles, messaging, activity streams, user groups, and more.
  • bbPress – Set up a discussion forum on your site.
  • E-Newsletter – E-Newsletter lets you send professional email newsletters, track results and manage subscribers from your WP site.
  • Disqus – This WordPress plugin lets you power discussions and increases user engagement on your site.
  • Floating Social – Easily add social buttons and features that allow visitors to share your content online on your website or blog.

You can add social features to your website easily with free or inexpensive plugins

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

Tips For Generating New Leads & Enquiries

In this section, we’ll look at ways to improve your sales and generate more leads and enquiries for your accounting business.

Provide An Email Newsletter

Adding an email newsletter is an excellent way to build a subscriber list. Adding email newsletters] 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
  • Keeps readers updated
  • Provides a targeted marketing channel
  • Allows you to offer special services or products to a select audience
  • Increases user engagement
  • Provides other ways for readers to share your content

A proven strategy for attracting subscribers is to provide them with valuable content and give them a free gift in exchange for their personal details. This could be a handy guide, checklists for handling tax, access to tax calculators, discount coupons, membership access to subscriber-only content, contests, etc.

Adding A Contact Form

Contact forms provide an easy and simple way for readers to get in touch. A contact form also allows users to report concerns, ask questions to specific departments, ask for a quote, give suggestions for new services or products and more.

Contact forms provide a number of benefits and advantages, like:

  • Reducing spam
  • Set up automated responses
  • Gives you control over what gets sent to you
  • You can keep your email address private
  • They can be added to any post or page
  • Looks professional
  • Convenience for visitors

A very popular contact form plugin for WordPress is Contact Form 7.

Contact Form 7

Contact Form 7 - WordPress Plugin

(Contact Form 7)

Contact form 7 is a free plugin that is easy to install and set up and allows you to insert multiple contact forms into any page or post, customize your forms and the email contents, add fields, and more.

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

Something to consider is adding sections to your contact form so prospects can choose which aspect of your business they are contacting you about. This ensures that contact form requests reach the right person.

Add A Map

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

Maps are a very useful tool for several reasons:

  • A map increases local SEO
  • Helps visitors find you easily
  • Displays location of events

Adding maps helps your visitors and customers find you

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

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

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

Financial WordPress Plugins

WordPress lets you add a number of plugins to your accounting website to immediately add 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 For WordPress)

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

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

  • Interest rate
  • Payments
  • Leases
  • Debit
  • And lots more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes WordPress Plugin)

This plugin lets you add a widget that displays a number of different stock quotes per portfolio. You can show as many portfolios as you like.

Show Stock Quotes WordPress Plugin

(Show Stock Quotes – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker WP Plugin

(Custom Stock Ticker Plugin)

This free plugin lets you add a custom stock ticker to any sidebar, page or post with shortcodes.

This plugin provides several customizable ticker. You can choose to use built-in themes or customize it yourself to match the look and feel of your website. You can also add custom stocks to specific categories.

Appearance customizations include colours, size, speed, text, and symbols, etc.

For more details, go here}:

Finance Calculator

Finance Calculator - WordPress Plugin

(Finance Calculator WP Plugin)

This free plugin allows your site visitors to calculate indicative repayments. It’s great for calculating automotive loans, property, or any other large loan.

Finance Calculator - WordPress Plugin

(Finance Calculator WP Plugin – Loan Calculator)

This plugin also contains an application form that sends a message to a specified email address.

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 - WordPress Plugin

(WP-Invoice Plugin For WordPress)

WP-Invoice lets you send itemized invoices to clients.

WP-Invoice lets you integrate billing into WordPress. You can send 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, 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, Interkassa, and many others.

The plugin lets you add custom payments and charges, create pre-defined line items and discounts, quickly view invoice status and progression, easily filter and find invoices, see invoice receipts and invoice history, create notification email 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 WP Plugin

(All In One Business Management Application – WordPress Plugin)

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

All In One Business Management Application Plugin For WordPress

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

The plugin supports different 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 WordPress Plugin

(iBilling – Accounting and Billing Software Plugin)

iBilling is a scalable business software that lets you manage client data and invoices, track your company’s cash flow and net worth, send single-click payment reminders and payment confirmations, and lots more.

iBilling - Accounting and Billing Software - WordPress Plugin - Invoice

(iBilling – Accounting and Billing Software WP Plugin – Client Invoicing)

It integrates with several online payment gateways.

For more details, go here}:

WordPress Themes - Accounting Businesses

To benefit the most from using WordPress, we recommend choosing a theme specifically for accounting businesses. Below is a list of some of the best WordPress themes available for accounting businesses. These themes allow you to have a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of website design.

Accounting Pro

Accounting Pro - WordPress Theme

(Accounting Pro Theme For WordPress)

This is an inexpensive turn-key theme created for accountants and accountancy firms. It’s a responsive theme with a drag-and-drop page-builder, offers 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 customize this theme with premium add-ons.

Go here for more information about this WordPress theme:



(Accountancy Theme)

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

This mobile-friendly theme includes a custom slider, a featured testimonial, 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. The price includes free updates and one year of support.

For more information, go here:


Accounting Theme For WordPress

(Accounting Theme)

This premium theme includes a drag-and-drop builder so you can design your site any way you want. It also has unlimited sidebars with custom widgets, four different header types, a custom admin panel, different color schemes, a custom slider, three different blog types, and is mobile-friendly. It is a clean-looking, modern and fast loading theme.

Go here for more details about this WordPress theme:


Kathryn Theme For WordPress

(Kathryn Theme For WordPress)

This premium theme for WordPress was built specifically for accounting businesses. The theme allows you to use WordPress as a true CMS and comes with multiple layouts, slider, multiple sidebars, flexible rotator, many 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 slider plugin and is a separate purchase from the Genesis Framework.

More info:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – WordPress Theme)

Accounting WordPress Theme was developed with the idea of professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., is specifically designed to give your accounting website a professional look without looking dull. It’s a turn-key installation but you can still modify it if you want. It’s fully responsive and includes pages for your accounting services, contact form section with consultation requests (downloadable as CSV), testimonials, and a blog.

For more details, go here:

WP Advocate

WP Advocate Theme

(WP Advocate WP Theme)

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

To learn more about using this WordPress theme, visit this site:



(Divi WordPress Theme)

Divi is the most flexible theme in Elegant Themes‘ entire theme collection. You can create any type of professional site you want using the page builder or beautiful and unique pre-made layouts. You can modify your layout to your heart’s content.

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

Divi - WordPress Theme - Page Builder

(Divi Theme For WordPress – Flexible Page Builder)

It comes with 40 content modules that you can drag and drop anywhere you want. These modules include bar counter, blog, code, email optin, filterable portfolio, login, portfolio, slider, tabs, video, fullwidth code, fullwidth menu, fullwidth slider, and more.. Divi is mobile-friendly and fully customizable. Themes start at $69 per year and includes access to 80+ professional themes.

For more details, go here:

The Corporation

The Corporation

(The Corporation)

The Corporation from Elegant Themes was specifically developed to make corporate websites look good.

The Corporation has a sleek page-based home page design with a eye-catching slider, blog design, 6 unique unique color schemes, multiple page templates which 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 professional themes.

More info:


Adviser Theme

(Adviser Theme For WordPress)

Adviser was developed to help finance industry professionals build trust through clean design. It’s ideal for businesses that provide services like investment advice or tax advice. It includes a recruitment page with hiring announcements and where to send applications. It also includes a built-in lease calculator. It includes multiple shortcodes and widgets, and includes the drag-and-drop visual composer.

More info:

Tax Help

Tax Help Theme

(Tax Help – WordPress Theme)

This premium theme for WordPress was built specifically for financial organizations, tax and financial advisors, and those offering tax assistance. Tax Help is designed to show your services in a professional way to help grow your professional reputation. It has 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 WP Theme

(Finance Business)

This premium WordPress theme was built specifically for firms that provide any type of financial service including tax help, consulting, finance, insurance, corporate, loans, accounting, and more. This theme includes a custom CMSMasters Visual Content Composer plugin, around one hundred shortcodes that includes charts and financial content, a custom drag-and-drop composer, 2 premium sliders, page options, color management features, animations, and a lot more.

To learn more about about using this WordPress theme, 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

Hopefully, this article has helped you learn ways of improving your accounting business online using WordPress themes and plugins.

Best WordPress Themes And Plugins To Grow Your Accounting Business Online

Useful Tips

Subscribe below to receive 101+ useful WordPress tips that will help you grow your business …


"This is an awesome training series. I have a pretty good understanding of WordPress already, but this is helping me to move somewhere from intermediate to advanced user!" - Kim Lednum