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 Drive Clients To Your Accounting Business Online Using WordPressIn Part One of this guide on ways to build your accounting business web presence, we provided in-depth information on the following areas:

  • Online Challenges For Accounting And Financial Businesses
  • Opportunities For Accounting Businesses In The Online Economy
  • Improving Your Web Pages
  • Tips For Improving Your Content

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

  • Improve Traffic Using WordPress
  • Ways To Generate New Leads & Enquiries
  • WordPress Plugins And Themes For Improving SEO, Increasing User Engagement And Traffic Generation


To learn more about WordPress plugins and themes, see the articles below:

Your Accounting Website – How To Improve Your Business Online Using WordPress Themes And Plugins

Your web traffic is vital to your online business growth. This section discusses ways to improve SEO, increase user engagement and increase web traffic generation with WordPress plugins and themes.

Optimizing Your Website For Search Engines (SEO) With WordPress

There are lots of ways that WordPress helps optimize your accounting website for search engines:

  • SEO-Friendly – Set the permalinks to create search engine-optimized web addresses for your content posts.
  • Post Tags – Choose the keywords that you want your article pages to be indexed for in the search engines.
  • Categories – Add categories for your posts and products.
  • Post Excerpts – WordPress lets you compose an excerpt that visitors will see in the search engine results.
  • Images – add search-optimized titles to your images for improved search results.
  • Internal Linking – WordPress has a built-in feature that lets you easily link internal content
  • Pinging – Set up your WordPress site to automatically notify (ping) other search directories immediately upon publishing a new post on your site.

Improve Search Engine Optimization, Increase User Engagement And Drive More Web Traffic With WordPress Plugins

In addition to the built-in features of WordPress, the WP development community makes available many plugins that improve 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 SEO:

A plugin like Yoast SEO can improve your SEO

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

Other ways to improve SEO, increase engagement and drive more visitors to your business are to add a forum, newsletters, comments, and social sharing features. Here are some more plugins that can help (many of the plugins listed below can be downloaded at no cost):

  • BuddyPress – This free WordPress plugin can be used to set up your own social network on your WordPress website.
  • bbPress – bbPress allows you to run your own community forum on your website.
  • E-Newsletter – Use E-Newsletter to send professional email newsletters, track results and manage subscribers from your WordPress dashboard.
  • Disqus – This WordPress plugin lets you power discussions and helps to increase engagement on your website or blog.
  • Floating Social – Add social buttons and features that allow visitors to share your content online to your website or blog.

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

(You can easily add social sharing features to your site with WordPress plugins)

Generate Leads & Enquiries Using WordPress-Based Applications

In this section, we’ll look at ways to improve your sales and generate leads and enquiries online.

Providing A Newsletter

Providing an email newsletter is an excellent way to grow and retain your readership. It provides a number of benefits including:

  • Sends targeted traffic to your website
  • Keeps readers from forgetting about you
  • Provides useful updates
  • Provides a highly targeted marketing channel
  • Allows you to offer special services or products to a select audience
  • Increases engaging with your users
  • Provides another way for readers to share your content

A proven strategy for getting your visitors to become subscribers is to provide high value content and give users free gifts in exchange for their personal details. This could be an exclusive report, tips for handling tax, access to tax calculators, coupons, membership access to courses, contests, etc.

Contact Forms

Contact forms provide an easy and simple way for prospective customers to get in touch with you. Users can report issues, contact specific departments, ask for a quote, send suggestions and more.

A contact form provides a number of benefits and advantages including:

  • Reduces spam
  • Set up automated responses
  • Giving you control over what gets sent to you
  • You can keep your email address private
  • Can be added to any post or page
  • Improves the professional look of your website
  • Convenience for visitors

A popular contact form plugin is Contact Form 7.

Contact Form 7

Contact Form 7 Plugin For WordPress

(Contact Form 7 Plugin For WordPress)

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

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

Something else to consider is adding sections to your contact form so prospective clients can choose which topic they are contacting your company about. This ensures that contact form requests reach the right person.

Add Maps

Adding maps helps your visitors and customers find you.

Integrating maps, such as Google Maps, with your WordPress site also provides users with many benefits, such as:

  • A map increases local SEO
  • Allows clients to better plan their visits and appointments
  • Displays location of events

A map helps your visitors and clients find you

(A map helps your visitors and clients find you)

Some of the more popular Google Maps plugins for WordPress include:

How To Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors To Your Accounting Or Financial Services Website With Plugins

WordPress Accounting Plugins

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

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

  • Interest rate
  • Payments
  • Tax
  • Equity
  • And more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes

(Show Stock Quotes)

With this plugin you get a widget that displays up to 20 different stock quotes per portfolio. You can show as many portfolios as you want.

Show Stock Quotes WordPress Plugin

(Show Stock Quotes – WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker)

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

Custom Stock ticker comes with several customizable ticker. Choose from built-in skins or customize it yourself. It’s easy to customize it so it matches your website. You can also create custom stocks for specific categories.

Appearance customizations include height, width, background color, number of stocks displayed simultaneously, text color, font family, font size, etc.

For more details, go here}:

Finance Calculator

Finance Calculator Plugin For WordPress

(Finance Calculator)

This free calculator lets your site visitors calculate indicative repayments. It’s great for calculating repayments on automotive loans, real estate, or other large loans.

Finance Calculator

(Finance Calculator Plugin – Loan Calculators)

Finance Calculator also contains an application form that will send a notification 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

(WP-Invoice Plugin)

WP-Invoice lets WordPress blog owners send itemized invoices to their clients.

WP-Invoice lets you integrate billing into WordPress. You can send clients itemized invoices. It also allows you to set up recurring billing. It can be expanded through both free and premium add-ons that let you manage business, accept electronic signatures, create PDF versions of invoices, provide quotes, create single-page checkout forms, and more.

The plugin ties into your WP user management database to keep track of your clients and their information, and integrates with payment processors like PayPal,, Stripe, and others.

WP-Invoice 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 e-mail notification 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 Plugin

(All In One Business Management Application Plugin For WordPress)

This is a complete business management system that includes accounting management, invoicing, order management, help desk with knowledgebase and ticket system, CRM and many additional features.

All In One Business Management Application WordPress Plugin

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

All In One Business Management Application supports different languages, is fully customizable and provides additional tools like 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 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 Plugin - Invoicing

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

iBilling Accounting and Billing Software integrates 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. Here is a look at some of the best accountancy themes available. These themes allow you to have a professional accounting website within minutes.

Accounting Pro

Accounting Pro

(Accounting Pro Theme)

This premium theme 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 menu features, a content composer (which improves on the standard WordPress editor), a sidebar manager, auto-resized images, and a whole lot more.

You can easily customize this theme through premium add-ons.

Go here for more details:


Accountancy - WordPress Theme

(Accountancy Theme)

Accountancy offers a variety of built-in styles and layouts that helps give your accounting website a professional look and feel.

This fully responsive theme includes a custom slider, a featured testimonial section, it’s lightweight, search engine friendly, and loads fast. Accountancy provides what you need without bloating your theme with features you don’t need. Free updates and one year of support is included in the cost of purchasing.

Go here for more info:


Accounting Theme

(Accounting Theme For WordPress)

This theme includes a drag-and-drop builder so you can design your site any way you want. The theme also has unlimited sidebars with custom widgets, four different types of headers, a custom admin panel, four color schemes, a custom slider, 3 blog types, and is responsive. It is a clean-looking, modern and fast-to-load theme.

For more details, go here:


Kathryn Theme

(Kathryn – WordPress Theme)

Kathryn is created specifically for accounting services. It has a slider, multiple layouts, multiple sidebars, widgetized home page, various color options, is easy to use, search optimized, and is mobile-friendly. Although this theme can easily fit any profession, 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.

More info:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – WP Theme)

This theme was designed to enhance professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., was designed specifically to give your accounting business site a professional look while not 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 details section with consultation requests (downloadable as a CSV file), testimonials section, and a blog.

To learn more about using this theme, go here:

WP Advocate

WP Advocate

(WP Advocate Theme For WordPress)

This is a corporate theme developed specifically for professional service providers such as accountants and attorneys. You can use the bundled images or upload your own. It includes a custom post type adding employee profiles and can also integrate with BeSpoke profile templates. It’s a clean and fast-loading theme.

Go here to learn more this WordPress theme:


Divi Theme


Divi is the most flexible theme in Elegant Themes‘ collection. Divi lets you create any kind of professional website you want using its page builder or beautiful pre-made layouts. You can change your layout as much as you need.

The builder transforms web elements into visual building blocks, allowing you to understand and easily redesign the structure of their page without editing a single line of code.

Divi - WordPress Theme - Page Builder

(Divi WordPress Theme – Flexible Page Builder)

It has 40 content modules that you can drag and drop anywhere you want. These modules include multiple layouts, a slider, you can place pricing tables, testimonials, call-to-action, and lots more. It is fully responsive and completely customizable. Theme prices start at $69 per year and includes full access to over 80 sleek business themes.

Go here for more details:

The Corporation

The Corporation Theme

(The Corporation WP Theme)

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

The Corporation has a sleek and professional page-based home page design with a prominent, flashy slider, blog design, 6 different 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 full access to over 80 stunning themes.

More information:


Adviser WP Theme


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

For more information, go here:

Tax Help

Tax Help Theme For WordPress

(Tax Help WordPress Theme)

This one was designed for financial organizations, tax and finance advisors, and firms that provide tax services. Tax Help is designed to show your services in a professional way to help grow your business reputation. It comes with different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

To learn more about this theme, visit the theme website:

Finance Business

Finance Business Theme

(Finance Business WP Theme)

This theme was built specifically for organizations that provide financial services including consulting, tax help, finance, insurance, corporate, loans, accounting, and more. This theme includes a custom CMSMasters Visual Content Composer plugin, around one hundred shortcodes that let you add charts and financial content, the custom drag-and-drop composer, two premium sliders, page settings, color management, animated elements, and a whole lot more.

More information:


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 guide has helped you learn how to improve your website with WordPress.

Best WordPress Plugins And Themes To Grow Your Accounting Business Online

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