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 Website For Accountants Using WordPress With WordPressIn Part 1 of this article on ways to improve your accounting business presence online, we covered the following areas:

  • Online Challenges For The Accounting Profession
  • Opportunities For Accounting Businesses In The Online Economy
  • Basic Web Pages
  • Ways To Improve Your Content

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

  • Improve Traffic With WordPress
  • Tips For Generating New Leads & Enquiries
  • WordPress Plugins For Improving SEO, Increasing User Engagement And Driving More Traffic

Useful Info

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

Tips For Accountants – WordPress Plugins That Can Help To Improve SEO, Increase User Engagement And Drive More Visitors To Your Site

Your web traffic is an integral part of your online business growth. In this section we explore ways to help you improve your web traffic using WordPress.

Optimizing Your Site For SEO

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

  • URLs – WordPress lets you set the permalinks to create search engine-optimized URLS for your posts.
  • Tags – WordPress lets you choose the keywords that you want search engines to index your article pages (posts) for.
  • Categories – Add search engine-friendly categories for keeping your content organized and easy to find.
  • Excerpts – Set an excerpt that search engines will display in their search results.
  • Images – add search-optimized titles to your content images for better search engine results.
  • Internal Linking – WordPress provides a built-in feature that allows you to easily create internal links
  • Pinging – Set up your WordPress site to automatically notify (ping) other search directories immediately upon publishing a new post on your site.

WordPress Plugins That Can Help Improve Search Engine Optimization (SEO), Improve User Engagement And Increase Web Traffic Generation

As well as the built-in features of WordPress, the WP community makes available also a number of plugins that improve your website’s SEO, increase user engagement and drive more visitors to your site.

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

A plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) can improve your SEO

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

Other things you can do to improve your website’s SEO, increase engagement and drive more web traffic to your business are to add a forum, newsletters, commenting, and social features. Here are a few plugins that can help:

  • BuddyPress – Set up your own online social community on WordPress.
  • bbPress – This plugin helps you run your own forum on your site.
  • E-Newsletter – Send email newsletters, track results and manage subscribers from your WordPress site.
  • Disqus – Disqus lets you power discussions and helps to increase user engagement on your website or blog.
  • Social Media Feather – Use this plugin to add social buttons and features that allow visitors to share your content online on your posts and pages.

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

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

Ways To Generate More Leads & Enquiries Using WordPress-Based Applications

Let’s discuss now ways to improve your sales and generate new leads and enquiries.

Add An Email Newsletter

Adding a newsletter is an excellent way to build a list of subscribers. It] provides many benefits and advantages, like:

  • Sends targeted traffic to your site
  • Keeps your business at the forefront of your reader’s minds
  • Provides updates that can save businesses time and money
  • Provides you with a highly targeted marketing channel
  • It’s a way to offer special services or products to a select audience
  • Provides regular opportunities for increasing user engagement
  • Provides you with additional opportunities for your content to be shared online with others

One of the best ways to get visitors to become subscribers is to provide high value content and give users free gifts or bonus items in exchange for their personal details. This could be an exclusive guide, tips for handling finances, access to financial calculators, discount coupons, membership access to videos, contests, etc.

Provide A Contact Form

A contact form makes it easy and simple for readers to get in touch. Readers can send feedback, ask questions to specific departments, ask for a quote, send suggestions and more.

A contact form provides a number of benefits, like:

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

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

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7 WordPress Plugin)

This free contact form plugin is easy to install and set up and lets you insert and manage multiple contact forms, customize the form and the email contents, add fields, and more.

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

Something else to consider is to segment your contact form so users can select the topic they are contacting your company about. This will help you to get the comment to the right person.

Adding Maps

Adding maps helps your visitors and customers find you.

Maps are a great tool for several reasons:

  • Maps increase local SEO
  • Helps visitors find you easily
  • Display location of events

Maps help your visitors and clients find you

(Adding maps helps your visitors and customers find you)

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

WordPress Plugins And Themes That Can Help To Improve Search Engine Optimization, Improve User Engagement And Drive More Web Traffic

Accounting WordPress Plugins

WordPress provides a number of plugins you can add to your accounting or financial services website to immediately add a range of functional tools for your 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 WP Plugin)

This is 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 quite a few you can use for:

  • 401k
  • Rate of return
  • CD
  • Credit
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin

(Show Stock Quotes Plugin For WordPress)

With this plugin you get a widget that shows a number of different stock quotes per portfolio. You can display as many portfolios as you want.

Show Stock Quotes Plugin

(Show Stock Quotes WP Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker Plugin)

With this plugin you can place a custom stock ticker on any post, page or sidebar using shortcodes.

This plugin includes a number of customizable features. Choose from built-in themes or customize it yourself to match the look and feel of your website. You can also add custom stocks to individual categories.

Customize the appearance by changing colours, size, text, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator WordPress Plugin)

This free calculator lets your visitors calculate indicative repayments online. This is a useful tool for calculating vehicle loans, property, or any other large loan.

Finance Calculator - WordPress Plugin

(Finance Calculator – Loan Calculator)

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

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 Plugin


WP-Invoice lets you send itemized invoices to clients.

This plugin lets you integrate billing into WordPress. You can send itemized invoices, set up recurring billing and expand plugin functionality with both free and premium add-ons that let you manage business, accept electronic signatures, create PDF versions of invoices, create quotes, create single-page 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 payment processors like PayPal,, Stripe, and many others.

Plugin features include adding custom payments and charges, adding pre-defined line items and discounts, viewing invoice status and progression, easily filtering and finding invoices, seeing invoice receipts and invoice history, creating notification email templates, accessing 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 WordPress Plugin

(All In One Business Management Application Plugin For WordPress)

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

All In One Business Management Application - WordPress Plugin

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

The plugin supports different 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 WP Plugin)

iBilling is a scalable business software that lets you manage and communicate with clients, track your company’s net worth and cash flow, and lots more.

iBilling - Accounting and Billing Software - Invoicing

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

It integrates with several online payment gateways.

For more details, go here}:

Financial WordPress Themes

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 themes themes available for accountancy firms. With these themes you can own 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 Theme For WordPress)

This premium WordPress theme is a turn-key theme for accountants and accounting firms. It’s a responsive theme with a drag-and-drop page-builder, offers several page templates, a custom menu feature, 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 Accounting Pro with premium add-ons.

For more information, go here:


Accountancy Theme For WordPress

(Accountancy Theme For WordPress)

This one comes in 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 section, and more. It’s lightweight, search engine optimized, loads fast, and is responsive. It provides what you need without bloating your theme. Your purchase includes free updates and 1 year of support.

To learn more about this theme, visit this website:


Accounting Theme For WordPress

(Accounting Theme For WordPress)

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, custom slider, three different blog types, and is fully responsive (mobile-friendly). It looks clean and modern and loads fast.

Go here for more details:



(Kathryn Theme For WordPress)

This premium theme was developed for accountants. The theme offers multiple layouts, slider, multiple sidebars, various color options, is easy to use, inexpensive, search engine optimized, and is responsive (mobile-friendly). Although it can easily fit any profession you want it to, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and is a separate purchase from the Genesis Framework.

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

Accounting WordPress Theme

Accounting WordPress Theme - Theme For WordPress

(Accounting WordPress Theme – WP Theme)

This premium theme was designed to exude professionalism within the accounting industry. It features authoritative colors and elements specifically designed to make your accounting business site look professional without looking dull. It’s a turn-key installation but you can still modify it if you want. It’s responsive (mobile-friendly) and includes pages for your accounting services, contact form section with consultation requests (downloadable as CSV), testimonials, and a blog.

To learn more about this theme, visit this site:

WP Advocate

WP Advocate - WordPress Theme

(WP Advocate WP Theme)

WP Advocate is a corporate theme developed specifically for professionals such as accountants and attorneys. 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. WP Advocate is clean and fast-loading.

Go here for more information:


Divi - WordPress Theme

(Divi WP Theme)

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

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

Divi - Page Builder

(Divi – WordPress Theme – Flexible Page Builder)

Divi comes with 40 content modules that you can drag and drop anywhere you want. These include accordion, call to action, circle counter, email optin, filterable portfolio, login, person, slider, testimonial, toggle, fullwidth image, fullwidth map, fullwidth slider, and more.. Divi is fully responsive and fully customizable. Elegant Theme prices start at $69 per year and includes access to 80+ sleek business themes.

For more information, go here:

The Corporation

The Corporation WP Theme

(The Corporation WordPress Theme)

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

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

Go here for more info:


Adviser Theme

(Adviser WordPress Theme)

This one was designed to help finance professionals build trust online through clean web design. It’s perfect for businesses that provide services like investing or tax advice. Adviser includes a recruitment page with hiring announcements and where to send applications, a built-in lease calculator, widgets and multiple shortcodes, and a drag-and-drop visual composer..

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

Tax Help

Tax Help

(Tax Help Theme For WordPress)

Tax Help was built specifically for financial organizations, tax and financial advisors, and businesses offering tax services. This theme is 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 additional custom shortcodes.

Visit the theme site to learn more about this WordPress theme:

Finance Business

Finance Business

(Finance Business WordPress Theme)

This premium theme for WordPress was designed specifically for businesses that provide any type of financial service including tax help, consulting, corporate, finance, insurance, loans, accounting, and more. Finance Business 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, two premium sliders, page settings, color management features, animations, and a whole lot 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

We hope that you have found this article on how to improve your accounting website using WordPress helpful.

Best WordPress Themes And Plugins To Grow Your Accounting Business Online

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