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 Plugins And Themes To Grow An Accounting Business OnlineIn Part 1 of this guide on ways to build your accounting web presence, we covered the following topics:

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

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

  • Improving Traffic
  • Tips For Generating Leads & Enquiries With WordPress
  • Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors Using Plugins


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

Improving Web Traffic With WordPress

Web traffic is vital to your online business growth. In this section, you will learn ways of improving SEO, increase user engagement and drive more traffic with WordPress plugins and themes.

Optimize Your Website For SEO

There are lots of ways WordPress can help to optimize your accounting website for search engines:

  • SEO-Friendly – configure the permalinks to create search engine-optimized web addresses for your article pages (called posts).
  • Tags – Specify the keywords that you want search engines to index your posts for.
  • Categories – Add SEO-friendly categories for keeping your content organized and easy to find.
  • Post Excerpts – WordPress lets you compose the description for your posts that search engines will display.
  • Images – title images with keywords for improved search results.
  • Internal Content 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 as soon as a new post is published on your website.

Improve Search Engine Optimization (SEO), Increase User Engagement And Increase Web Traffic Generation Using Plugins

As well as the built-in features of WordPress, the WP developer community makes available quite a number of plugins that improve SEO, increase engagement and drive more visitors to your business.

For example, you can use the plugins below to improve your website’s SEO:

Use a plugin like Yoast SEO (previously known as WordPress SEO by Yoast) to improve your site's search engine optimization

(Use a plugin like Yoast SEO to improve your website’s SEO)

Other things you can do to improve SEO, increase user engagement and drive more visitors to your business are to add a forum, newsletters, commenting, and social features. Here are some more plugins that can help (many of the plugins listed below are also free):

  • BuddyPress – Run your own social network on WordPress.
  • bbPress – Use this plugin to set up and manage your own online forum on WordPress.
  • E-Newsletter – E-Newsletter lets you send email newsletters, track results and manage subscribers from your WP dashboard, without 3rd-party subscriptions.
  • Disqus – use this WordPress plugin to power discussions and helps to increase user engagement on your website.
  • Social Media Feather – Easily add social sharing features and buttons on your website or blog.

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

(You can easily add social features to your site with free or inexpensive plugins)

Tips For Generating More Leads & Enquiries With WordPress-Based Applications

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

Add A Newsletter

Providing a newsletter is a great way to build a subscriber list. Adding a newsletter provides a number of benefits, like:

  • Sends targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides useful updates
  • Provides you with a highly targeted marketing channel
  • Allows you to provide special products or services to a select audience
  • Increases user interaction
  • Provides additional ways for your content to be shared around with others

A proven strategy for enticing visitors to subscribe is to provide high value content and offer users free gifts or bonus items in exchange for their details. This can be a handy guide, tips for handling tax, access to financial calculators, discount coupons, membership access to videos, contests, etc.

Contact Forms

A contact form provides an easy and simple way for prospective customers to contact you. Contact forms also let readers raise problems, contact specific departments, ask for quotes, and more.

A contact form provides many benefits and advantages including:

  • Reducing spam
  • Set up automated responses
  • Gives 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 site
  • More convenient for site visitors

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

Contact Form 7

Contact Form 7 WordPress Plugin

(Contact Form 7 Plugin For WordPress)

Contact form 7 is a free plugin that is easy to install and configure and allows you to add and manage multiple contact forms into any page or post, customize the forms and the mail contents, add fields, and more.

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

Another option you may want to consider is to add sections to your contact form so prospective clients can choose the department they want to contact. This ensures that contact form requests reach the right person.

Adding A Map

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

A map is a useful tool for several reasons:

  • Maps increase local SEO
  • Visitors can find you easily and helps customers can plan their trips better
  • Show location of events

A map helps your visitors and clients find you

(Adding a map helps your visitors and customers find you)

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

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

Accounting And Financial Services WordPress Plugins

WordPress lets you add a number of plugins to your website that will immediately make available a range of functional tools for site visitors. Here are just some of the plugins you can choose from:

Calculator Pro Calculators

Calculator Pro Calculators Plugin For WordPress

(Calculator Pro Calculators – WordPress Plugin)

This is a free collection of over 400 calculators that you can provide to users on your website. Internationalization is supported.

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

  • 401k
  • Loans
  • Leases
  • Debit
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes WordPress Plugin

(Show Stock Quotes WordPress Plugin)

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

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes Plugin For WordPress – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin For WordPress

(Custom Stock Ticker Plugin For WordPress)

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

The plugin offers loads of customizable features. You can choose from built-in skins or customize it yourself. It’s easy to customize it so it matches your site. You can also add custom stocks to specific categories.

Appearance customization features include width, height, scrolling speed, background color, opacity, number of stocks displayed at one time, font size, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator)

This free plugin allows your users to calculate indicative repayments online. It’s great for vehicle loans, real estate, or any other large loan.

Finance Calculator - WordPress Plugin

(Finance Calculator – WordPress Plugin – Loan Calculators)

The Finance Calculator plugin also contains an application form that sends a notification 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 Plugin For WordPress

(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 out itemized invoices, set up recurring billing and expand plugin functionality with 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, and others.

WP-Invoice features include adding custom payments and charges, adding pre-defined line items and discounts, viewing invoice status and progression, filtering and finding invoices, showing invoice receipts and invoice history, creating notification e-mail templates, viewing reports (collected vs uncollected invoices, 10 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

(All In One Business Management Application)

This is a complete business management system that includes accounting management, invoicing, order management, helpdesk with ticket management system, client relationship management and many added features.

All In One Business Management Application WP Plugin

(All In One Business Management Application – Client Invoice)

The plugin supports multiple 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 Plugin For WordPress

(iBilling – Accounting and Billing Software)

iBilling is a scalable business software that lets you manage and communicate with clients, 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 WordPress Plugin - Invoicing

(iBilling – Accounting and Billing Software Plugin For WordPress – Client Invoice)

iBilling integrates with several online payment gateways.

For more details, go here}:

Accounting And Financial Services Themes For WordPress

To benefit the most from using WordPress to grow your business online, it’s best to choose a theme specifically for accounting. Below is a list of some of the best accountancy themes available. With the themes listed below you can have a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of web design.

Accounting Pro

Accounting Pro WP Theme

(Accounting Pro)

This premium theme is an inexpensive turn-key theme for accountants and accounting firms. It’s a responsive theme with a drag-and-drop page-builder, offers several page templates, custom menus, a content composer (gives you an improved WordPress editor), a sidebar manager, auto-resized images, and a whole lot more.

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

More info:


Accountancy Theme

(Accountancy WP Theme)

This theme comes in a variety of built-in styles and layouts that helps make your accounting site look and feel professional.

This fully responsive (mobile-friendly) theme includes a custom slider, a featured testimonial, it’s lightweight, search engine optimized, and fast loading. Accountancy provides the flexibility you need without bloating your theme with features you don’t need. Free updates and 1 year of support is included with the cost of purchase.

Go here to learn more about this WordPress theme:



(Accounting – WordPress Theme)

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

More info:


Kathryn Theme

(Kathryn Theme)

This premium WordPress theme was created for accounting businesses. It allows you to use WordPress as a true content management system and provides a slider, multiple layouts, 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 optimized, and is fully responsive (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.

For more details, go here:

Accounting WordPress Theme

Accounting WordPress Theme - WP Theme

(Accounting WordPress Theme – WordPress Theme)

This one was built with the idea of professionalism within the accounting industry. It features authoritative colors and layout elements specifically designed to help give your accounting website 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 services, contact details section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

For more details, go here:

WP Advocate

WP Advocate

(WP Advocate WP Theme)

This is a free corporate theme developed for professional service providers 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 and fast-loading theme.

More info:


Divi WP Theme

(Divi – WordPress Theme)

This theme is one of the most flexible themes in Elegant Themes‘ entire theme collection. Divi lets you create a unique, professional website using its page builder or pre-made layouts. You can modify your layout as much as you need.

The builder transforms elements into visual building blocks, allowing you to understand and edit the structure of their page without editing code.

Divi WordPress Theme - Page Builder

(Divi – WordPress Theme – Page Builder)

Divi comes with 40 content modules that you can drag and drop anywhere you want. These modules include audio player, call to action, code, countdown timer, filterable portfolio, number counter, portfolio, sidebar, social media follow, text, fullwidth header, fullwidth menu, fullwidth slider, and more.. It is mobile-friendly and fully customizable. Theme prices start at $69 per year and includes access to over 80 themes.

To learn more about using this theme, go here:

The Corporation

The Corporation

(The Corporation – WordPress Theme)

This premium theme for WordPress was specifically created to create great-looking corporate websites.

The Corporation has a sleek page-based home page design with a prominent slider, blog design, 6 unique color schemes, multiple page templates which include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Theme prices start at $69 per year and includes access to 80+ themes.

More information:


Adviser Theme For WordPress


Adviser was specifically built to help finance industry professionals build trust with a clean business design. It’s perfect for those that provide services such as investments or tax help. Adviser includes a recruitment page with hiring announcements and where to send applications. It also includes a built-in lease calculator. It includes widgets and multiple shortcodes, and includes the drag-and-drop visual composer.

For more information, go here:

Tax Help

Tax Help

(Tax Help WP Theme)

This premium theme for WordPress was specifically developed for financial companies, tax and financial advisors, and those providing tax services. This theme is designed to showcase your services professionally and help build your professional reputation. It has a range of blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

More information:

Finance Business

Finance Business WP Theme

(Finance Business – WordPress Theme)

This one was developed specifically for organizations that provide any type of financial service including consulting, tax help, finance, corporate, insurance, loans, accounting, and more. This theme includes a custom CMSMasters Visual Content Composer plugin. It also has around one hundred shortcodes that let you add charts and financial content. It also includes the custom drag-and-drop composer, two premium sliders, page options, color management, animated elements, and lots more.

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


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 ways of improving your website using WordPress themes and plugins.

How To Build A WordPress Website For Accountants - Best WordPress Plugins And Themes For Accounting Firms

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