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.

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

  • Challenges Accountants Face Online
  • Online Opportunities For Accountants
  • Your Website Pages
  • Ways To Improve The Content On Your Website

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

  • Improving Traffic With WordPress
  • Tips For Generating New Leads & Enquiries Using WordPress-Based Applications
  • WordPress Plugins And Themes That Can Improve Search Engine Optimization, Increase User Engagement And Drive More Web Traffic

Important Info

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

Improving Website Traffic

Web traffic is vital to your business growth. This section discusses ways to improve search engine optimization, increase user engagement and increase web traffic generation with plugins.

Optimizing Your Website For SEO

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

  • URLs – Set the permalinks to create search engine-optimized URLS for your articles and posts.
  • Tags – WordPress lets you select the keywords that you want your article pages to be indexed by in the search engines.
  • Post Categories – Add categories for archiving and organizing your content.
  • Excerpts – Set the description for your posts that search engines will display.
  • Images – add search-optimized titles to your content images for better search results.
  • Internal Linking – WordPress has a built-in feature that lets you easily create internal links for faster indexing of your web content
  • Pinging – Set up your site to automatically notify (ping) other sites and directories immediately upon publishing new content on your site.

How To Improve Search Engine Optimization (SEO), Increase User Engagement And Generate More Visitors With Plugins

In addition to the built-in features of WordPress, the WordPress community makes available quite a number of plugins that will improve your accounting or financial services website’s SEO, increase user engagement and drive more traffic to your site.

Here are some plugins you can use to improve your SEO:

  • Yoast SEO – WordPress SEO plugin
  • Google XML Sitemaps – WordPress sitemap plugin (lists all of your posts and pages for indexing by search engines)
  • WP Tree – WordPress site map plugin (for visitors)

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

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

Other ways to improve your accounting or financial services site’s SEO, increase user engagement and drive more traffic to your website are to add a forum, newsletters, comments, and social features. Here are a few more plugins that can help:

  • BuddyPress – This free plugin helps you set up your own social community on WordPress, with member profiles, user groups, activity streams, messaging, and more.
  • bbPress – Use the bbPress WordPress plugin to run your own online discussion forum on your WordPress site.
  • E-Newsletter – Use E-Newsletter to send professional email newsletters, track results and manage subscribers from your WordPress dashboard, without requiring a third party subscription.
  • Disqus – Power discussions and helps to increase engagement on your site.
  • Social Media Feather – This plugin lets you add powerful social sharing features on your website.

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

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

Ways To Generate Leads & Enquiries

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

Adding An Email Newsletter

Providing a newsletter is a great way to build a subscriber list. It provides several benefits and advantages including:

  • Drives targeted traffic
  • Keeps readers from forgetting about you
  • Provides updates that could save businesses time and money
  • Provides you with a targeted marketing channel
  • It’s a way to offer special services or products to a select audience
  • Provides regular opportunities for increasing engaging with your users
  • Provides an additional way for your content to be shared with other prospective clients

One of the things you can do to get visitors to subscribe to your newsletter is to provide them with valuable content and offer them a free gift in exchange for their details. This can be a time-saving guide, tips for handling tax, access to financial calculators, discount coupons, access to videos, contests, etc.

Contact Forms

A contact form makes it easy and simple for readers to get in touch. A contact form also lets visitors send feedback, contact specific departments, request quotes, and more.

A contact form provides several benefits and advantages, like:

  • Reducing spam
  • Set up automated responses
  • Giving you control over what is sent to you
  • You can keep your email address private
  • Can be added to any page or post
  • Looks professional
  • More convenient for site visitors

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

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7 WP Plugin)

Contact Form 7 lets you insert multiple contact forms into any post or page, customize the form and the email contents, add fields, and more.

Contact Form 7 also supports international languages, Ajax-powered submissions, CAPTCHA, spam filtering and so on.

Something else to consider is adding sections to your contact form so prospects can select which topic they are contacting you about. This will help you to get the comment to the right person.

Adding A Map

Adding maps helps your visitors and customers find you.

Maps are a great tool for several reasons:

  • Maps increase local SEO
  • Visitors can easily find you
  • Show location of events

Adding a map to your website helps your visitors and customers find you

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

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

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

WordPress Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators - WordPress Plugin

(Calculator Pro Calculators WordPress Plugin)

This plugin provides a free collection of over 400 calculators that you can provide to users on your website and embed into your posts, pages, or sidebars using shortcodes. It supports internationalization

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

  • Mortgage
  • Rate of return
  • Leases
  • Debit
  • And lots more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes – WordPress Plugin)

This plugin lets you add a widget that displays up to 20 different stock quotes per portfolio. You can display as many widgets as you like.

Show Stock Quotes

(Show Stock Quotes WP Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker WP Plugin

(Custom Stock Ticker WP Plugin)

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

This plugin includes several customizable features. You can choose from built-in themes or customize these yourself. It’s easy to customize it so it matches your website. You can also add custom stocks to specific categories.

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

For more details, go here}:

Finance Calculator

Finance Calculator Plugin For WordPress

(Finance Calculator Plugin)

This free plugin allows your users to calculate indicative repayments online. This is a great financial tool for calculating automotive loans, property, or any other large loan.

Finance Calculator WordPress Plugin

(Finance Calculator – WordPress Plugin – Loan Calculator)

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

It will display payment protection, calculate 12 to 60 months loans and create a form that can be placed in any page or post.

For more details, go here}:


WP-Invoice - WordPress Plugin

(WP-Invoice – WordPress Plugin)

WP-Invoice is ideal for WordPress users with clients to bill.

WP-Invoice lets you integrate billing into WordPress. You can send itemized invoices. It also 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, quote creation, checkout forms, and more.

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

The plugin gives you the ability to add custom payments and charges, create pre-defined line items and discounts, view invoice status and progression, filter and find invoices, show invoice receipts and invoice history, create notification e-mail 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

(All In One Business Management Application)

This complete business management solution includes accounting management, invoicing, order management, helpdesk with knowledgebase and ticket system, client relationship management and lots more.

All In One Business Management Application WP Plugin

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

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

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

iBilling - Accounting and Billing Software Plugin For WordPress - Invoice

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

iBilling Accounting and Billing Software allows you to get paid faster by integrating with several payment gateways.

For more details, go here}:

Financial Themes For WordPress

To get the most benefit out of growing your business online with WordPress, we recommend choosing a theme specifically for accounting businesses. Below is a list of some of the best accounting themes available. With these themes you can own a professional-looking accounting website within minutes.

Accounting Pro

Accounting Pro WP Theme

(Accounting Pro WP Theme)

This is a turn-key theme for accountants and accounting firms. It’s responsive, has 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 lots more.

You can customize Accounting Pro by installing premium add-ons.

More information:


Accountancy Theme For WordPress


This one has a variety of built-in styles and layouts to help make your accounting website look and feel professional.

It includes a custom slider, a featured testimonial, and more. It’s lightweight, search optimized, fast loading, and fully responsive. Accountancy provides the flexibility you need without bloating your theme with features you don’t need. Your purchase includes free updates and 1 year of support.

More info:




This premium theme includes a drag-and-drop builder that allows you to design your site any way you want. The theme also provides unlimited sidebars and custom widgets, four different header types, a custom administration panel, four color schemes, a custom slider, 3 blog types, and is mobile-friendly. Accountancy is a clean-looking, modern and fast-to-load theme.

For more details, go here:


Kathryn Theme For WordPress

(Kathryn – WordPress Theme)

This premium theme for WordPress was designed specifically for accounting businesses. It has multiple layouts, slider, multiple sidebars, widgetized home page, many color choices, is easy to use, inexpensive, search engine optimized, and is responsive. 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 is a separate purchase from the Genesis Framework.

Visit the theme website to learn more about using this WordPress theme:

Accounting WordPress Theme

Accounting WordPress Theme - Theme For WordPress

(Accounting WordPress Theme)

This one was created to enhance professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., was specifically designed to make your accounting business website look professional 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 section with consultation requests (downloadable as CSV), testimonials, and a blog.

More info:

WP Advocate

WP Advocate Theme

(WP Advocate WP Theme)

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

Go here to learn more about this theme:


Divi WordPress Theme

(Divi WordPress Theme)

This is one of the most flexible themes in Elegant Themes‘ entire theme collection. You can create a professional website using its page builder or pre-made layouts. You can change 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 pages without editing a single line of code.

Divi WP Theme - Page Builder

(Divi WordPress Theme – Page Builder)

Divi has 40 content modules that you can drag and drop anywhere you want. Modules include audio player, blog, code, divider, gallery, number counter, person, pricing table, tabs, video slider, fullwidth code, fullwidth map, fullwidth post title, and more.. Divi is responsive and completely customizable. Prices start at $69 per year and includes access to 80+ sleek business themes.

More info:

The Corporation

The Corporation Theme

(The Corporation)

The Corporation was created specifically to make corporate sites look good.

The Corporation has a sleek and professional page-based home page design with a eye-catching slider, blog design, six unique color schemes, multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Themes start at $69 per year and includes full access to over 80 stunning themes.

More info:


Adviser Theme

(Adviser – WordPress Theme)

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

More info:

Tax Help

Tax Help Theme For WordPress

(Tax Help)

This one was built for financial organizations, tax and finance advisors, and firms offering tax services. The theme is designed to showcase your services professionally to help establish your professional reputation. It provides different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

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

Finance Business

Finance Business

(Finance Business Theme)

This one was built specifically for organizations that provide any type of financial service including tax help, consulting, insurance, corporate, finance, loans, accounting, and more. It includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that includes charts and financial content. It also includes a custom drag-and-drop composer, 2 premium sliders, page settings, color management, 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

Hopefully, this guide has helped you learn ways to improve your accounting or financial services business online with WordPress.

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


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Author: Martin Aranovitch

Martin Aranovitch is the owner of and the author of The WordPress User Manual. provides hundreds of FREE tutorials that show you how to use WordPress to grow your business online with no coding skills required! Get our FREE "101+ WordPress Tips, Tricks & Hacks For Non-Techies" e-course with loads of useful WordPress tips!

Originally published as Grow Your Accounting Business Online With WordPress – 2.