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 Create Results For Your Accounting Business Online With WordPressIn Part 1 of this article on ways to build your accounting business presence online, we covered the following areas:

  • Online Challenges For Accounting Businesses
  • Opportunities For Accountants In The Digital Economy
  • Improving Your Web Pages
  • How To Improve Your Web Content

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

  • Ways To Improve Traffic With WordPress
  • Tips For Generating More Leads & Enquiries Using WordPress
  • WordPress Plugins For Improving SEO, Increasing User Engagement And Traffic Generation


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

Ways Of Improving Traffic Using WordPress

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

Optimize Your Site For Search Engines (SEO) With WordPress

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

  • SEO-Friendly – configure the permalinks to use the title of the post.
  • Tags – WordPress lets you specify the keywords that you want search engines to index your posts for.
  • Categories – Add search engine-friendly categories for your posts and products.
  • Excerpts – Create descriptions for your posts that will show in search results.
  • Images – add search-optimized titles to your content images for improved search results.
  • Internal Content Linking – WordPress has a built-in feature that allows you to easily create internal links for better indexing of your content
  • Pinging – Set up your site to automatically notify (ping) other search directories immediately upon publishing a new post on your website.

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

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

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

A plugin like Yoast SEO (previously called WordPress SEO by Yoast) can improve your website's search engine optimization

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

Other ways to improve your website’s SEO, increase engagement and drive more visitors to your website are to add a forum, newsletters, commenting, and social features. Here are a few WordPress plugins that can help (many of the plugins described below can be downloaded at no cost):

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

You can add social sharing features to your site easily with free or inexpensive WordPress plugins

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

Generating More Leads & Enquiries Using WordPress-Based Tools

In this section, we’ll look at how to improve your sales and generate leads and enquiries for your accounting or financial services business.

Providing A Newsletter

Adding an email newsletter is an excellent way to build a subscriber list. Adding email newsletters] provides many benefits and advantages including:

  • Sends targeted traffic to your site
  • Keeps readers from forgetting about you
  • Provides useful information and advice
  • Provides you with a targeted marketing channel
  • It’s a way to offer special products or services to a select audience
  • Increases interaction
  • Provides an additional way for readers to share your content

An effective way to attract subscribers to your newsletter is to provide users with valuable content and give them a free gift in exchange for their details. This could be an exclusive guide, tips for handling finances, access to tax calculators, coupons, access to videos, contests, etc.

Contact Forms

Contact forms make it easy and simple for readers to contact you. Contact forms also let visitors provide feedback, contact specific departments, ask for quotes, give suggestions and more.

Contact forms provide many benefits and advantages including:

  • Reduces spam
  • Automated response
  • Giving you control over what is sent to you
  • You can keep your email address private
  • They can be added to any post or page
  • Improves the professional look of your website
  • Convenience for site visitors

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

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7 Plugin For WordPress)

This free contact form plugin lets you create multiple contact forms to your website, customize the form and the mail contents, add fields, and more.

Supports international languages, Ajax-powered submissions, CAPTCHA, spam filtering and so on.

Something else to consider is to add sections to your contact form so users can select the aspect of your business they are contacting you about. This will help you to get the comment to the right person.

Add A Map

Adding a map to your site helps your visitors and clients find you.

A map is a very useful tool for several reasons:

  • They improve local SEO
  • Visitors can easily find you
  • Shows location of events

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

(Maps help your visitors and clients find you)

Some of the most popular map plugins include:

WordPress Plugins That Improve SEO, Improve User Engagement And Generate More Traffic

Accounting – WordPress Plugins

WordPress makes available a number of plugins you can add to your accounting or financial services website 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 Plugin

(Calculator Pro Calculators WordPress Plugin)

This plugin provides a free collection of 400+ calculators that you can display on your website and embed into your posts, pages, or sidebars using shortcodes. Internationalization is supported.

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

  • Mortgage
  • Payments
  • Leases
  • Equity
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes Plugin)

This plugin gives you a widget that shows a number of different stock quotes per portfolio. You can show as many widgets as you want.

Show Stock Quotes

(Show Stock Quotes – WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker

(Custom Stock Ticker Plugin For WordPress)

This plugin lets you add custom stock tickers to any post, page or sidebar using shortcodes.

Custom Stock ticker includes several customizable ticker. Choose from built-in skins or customize it yourself to match your website. You can also create custom stocks for individual categories.

Customize the appearance by changing height, width, scrolling speed, opacity, background color, number of stocks displayed at one time, typeface, etc.

For more details, go here}:

Finance Calculator

Finance Calculator Plugin

(Finance Calculator – WordPress Plugin)

This free calculator lets your users calculate indicative repayments online. This is a useful tool for calculating automotive loans, property, or other large loans.

Finance Calculator WordPress Plugin

(Finance Calculator Plugin For WordPress – Loan Calculator)

Finance Calculator also contains an application form that sends a message to the email address you specify.

It will show 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 is ideal for WordPress business users with clients to bill.

This plugin lets you integrate billing into WordPress. You can send out itemized invoices, set up recurring billing and expand 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 your clients and their information, and integrates with PayPal,, Stripe, 2Checkout, Interkassa, and many others.

You can add custom payments and charges, add pre-defined line items and discounts, quickly view invoice status and progression, filter and find invoices, see invoice receipts and invoice history, create notification e-mail templates, view 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 For WordPress

(All In One Business Management Application Plugin For WordPress)

This complete business management solution includes accounting management, invoicing, order management, help desk with knowledgebase and support ticketing system, CRM and many additional features.

All In One Business Management Application

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

The plugin supports multiple languages, is fully customizable and provides additional tools such as document management, to do app, 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)

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 - Invoicing

(iBilling – Accounting and Billing Software – Invoicing)

It integrates with several online payment gateways.

For more details, go here}:

WordPress Financial Themes

To benefit the most from using WordPress, we recommend choosing a theme specifically suited for accounting. Below is a list of some of the best accountancy themes available. With the themes listed below you can own a professional-looking accounting website within minutes.

Accounting Pro

Accounting Pro

(Accounting Pro Theme)

Accounting Pro is a turn-key theme for accountants and accountancy firms. It’s a responsive theme with a drag-and-drop page-builder, has several page templates, a custom menu feature, a content composer (gives you an improved WordPress editor), a sidebar manager, auto-resized images, and a whole lot more.

You can easily expand Accounting Pro with premium add-ons.

For more details, go here:


Accountancy - WordPress Theme

(Accountancy WP Theme)

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

It includes a custom slider, a featured testimonial section, and more. It’s lightweight, search optimized, fast loading, and fully responsive. It provides the features you need without bloating your theme. Your purchase price includes free updates and one year of support.

Go here for more details:


Accounting - WordPress Theme

(Accounting WP Theme)

This premium WordPress theme includes a drag-and-drop builder that allows you to design your website any way you want. The theme also has unlimited sidebars and custom widgets, four different types of headers, a custom administration panel, different color schemes, custom slider, 3 blog types, and is responsive. Accountancy looks clean and modern and is fast to load.

More information:


Kathryn Theme

(Kathryn Theme)

This premium theme for WordPress was designed for accounting businesses. The theme allows you to use WordPress as a true CMS and offers multiple layouts, slider, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, a variety of color choices, is easy to use, inexpensive, search engine friendly, and is fully responsive (mobile-friendly). Although it can easily fit 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.

Visit the theme website to learn more this WordPress theme:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – WordPress Theme)

This theme was designed to exude professionalism within the accounting industry. It features authoritative colors and elements designed specifically to make your accounting website look professional without looking dull. 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 section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

More info:

WP Advocate

WP Advocate WP Theme

(WP Advocate)

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. WP Advocate includes a custom post type for staff profiles and can also integrate with BeSpoke profile templates. WP Advocate is a clean and fast-loading theme.

Go here for more details:


Divi Theme For WordPress

(Divi Theme For WordPress)

This premium theme for WordPress is one of the most flexible themes in Elegant Themes‘ entire theme collection. You can create a unique, professional site using the page builder or beautiful and unique pre-made layouts. You can change your layout to your heart’s content.

The builder transforms elements into visual building blocks, allowing anyone to understand and easily change the structure of their pages without touching code.

Divi - Page Builder

(Divi Theme – Flexible Page Builder)

It has 40 content modules that you can drag and drop anywhere you want. Modules include accordion, blog, code, divider, gallery, number counter, person, shop, tabs, text, fullwidth header, fullwidth menu, fullwidth post title, and more.. It is fully responsive and fully customizable. Themes start at $69 per year and includes access to 80+ beautifully-designed themes.

Go here for more information:

The Corporation

The Corporation Theme For WordPress

(The Corporation WordPress Theme)

This theme was created specifically to create good-looking corporate websites.

The Corporation has a page-based home page design with a nice slider. It also has a blog design and features that toggle on and off. It has six  color schemes. It also comes with 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 all beautifully-designed themes.

More information:


Adviser WP Theme

(Adviser WP Theme)

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

More info:

Tax Help

Tax Help

(Tax Help Theme)

This theme was specifically developed for financial companies, tax and finance advisors, and firms providing tax services. It’s designed to showcase your services professionally and help grow your professional reputation. It comes with a range of blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

For more details, go here:

Finance Business

Finance Business Theme

(Finance Business)

This premium theme was specifically designed for organizations that provide any type of financial service such as consulting, tax help, corporate, insurance, finance, loans, accounting, and more. Finance Business includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that let you add charts and financial content. It also includes a custom drag-and-drop composer, two premium sliders, page options, color management features, animations, and a whole lot more.

Visit this site to learn more this WordPress theme:


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 SEO, improve user engagement and drive more visitors to your accounting site with WordPress plugins.

Building An Accounting Website With WordPress

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