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 An Accounting Website - Best WordPress Themes And Plugins For AccountantsIn Part 1 of this article on ways to build your accounting web presence, we covered the following topics:

  • Online Challenges For Accountants
  • Opportunities For Accountants In The Web Economy
  • Your Web Pages
  • Ways To Improve The Content On Your Website

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

  • Tips For Improving Traffic
  • Ways To Generate More Leads & Enquiries With WordPress-Based Tools
  • WordPress Plugins And Themes For Improving SEO, Increasing User Engagement And Traffic Generation

Useful Information

For more information about WordPress plugins and themes, go here:

Online Business Tips For Accountants – How To Improve Your Business Online Using WordPress Themes And Plugins

Your web traffic is a vital part of 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)

There are so many ways WordPress can help to improve your accounting website’s SEO:

  • Search Engine-Friendly URLs – configure the permalinks to use the title of the post.
  • Tags – Choose the keywords that you want search engines to index your posts for.
  • Categories – Create SEO-friendly categories for your posts and products.
  • Excerpts – WordPress lets you compose an excerpt that will appear in search results.
  • Images – add search-optimized titles to your content images for improved search results.
  • Content Linking – WordPress provides a built-in feature that allows you to easily create internal links
  • Post Notification – Set up your site to automatically notify other sites and directories immediately upon publishing a new post on your site.

Improve Search Engine Optimization, Improve User Engagement And Increase Traffic To Your Website Generation Using Plugins

In addition to the built-in features of WordPress, there are various plugins for WordPress that improve your accounting website’s SEO, increase engagement and drive more web traffic to your website.

For example, you can install the plugins below to improve your site’s search engine optimization:

A plugin like Yoast SEO can improve your site's search engine optimization

(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 visitors to your website are to add a forum, newsletters, comments, and social sharing features. Here are a few more useful plugins that can help (many of the plugins described below are also free):

  • BuddyPress – This free WordPress plugin helps you set up your own social community on your website.
  • bbPress – Set up your own discussion forum on your site.
  • E-Newsletter – E-Newsletter allows you to send professional email newsletters, track results and manage subscribers from your WP dashboard, without requiring a 3rd party subscription.
  • Disqus – This plugin lets you power discussions and increases engagement on your website.
  • Social Media Feather – Use this WordPress plugin to add social buttons and features that allow visitors to share your content online to your site.

WordPress users can easily add social sharing to their site using WordPress plugins

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

Tips For Generating New Leads & Enquiries

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

Adding An Email Newsletter

Providing an email newsletter is a great way to build a subscriber list. Adding newsletters] provides several benefits including:

  • Sends targeted traffic to your website
  • Keeps your business at the forefront of your reader’s minds
  • Keeps readers updated
  • Provides you with a targeted marketing channel
  • Allows you to offer special products or services to a select audience
  • Increases user engagement
  • Provides you with an additional way for readers to share your content

One of the best ways to get visitors to become subscribers is to provide them with information of high value and give them free gifts or bonus items in exchange for their details. This can be a special report, checklists for handling tax, access to financial calculators, discount coupons, membership access to subscriber-only content, contests, etc.

Add Contact Forms

Contact forms provide an easy and simple way for readers to get in touch with you. Users can send feedback, ask questions to specific departments, request quotes, give suggestions for new services or products and more.

A contact form provides many benefits and advantages including:

  • Reducing spam
  • Automated response
  • Gives you control over what is sent to you
  • You can keep your email address private
  • Different forms can be added to any page or post
  • Improves the professional look of your website
  • Convenience for users

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

Contact Form 7

Contact Form 7 WP Plugin

(Contact Form 7 – WordPress Plugin)

This free contact form plugin is easy to install and configure and allows you to add and manage multiple contact forms, customize your form and the email contents, add fields, and more.

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

Something to consider is adding sections to your contact form so prospective customers can select which department they want to contact. This will help you to get the comment to the right person.

Adding A Map

Maps help your visitors and clients find you.

A map is a great tool for several reasons:

  • A map helps to improve local SEO
  • Visitors can find you easily
  • Display location of events

A map helps your visitors and customers find you

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

Popular Google Maps plugins include:

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

Accounting And Financial Services Plugins For WordPress

WordPress lets you add a number of plugins to your website to immediately add a range of practical tools for site visitors. Here are just some of these:

Calculator Pro Calculators

Calculator Pro Calculators

(Calculator Pro Calculators)

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

Note: Most of the calculators aren’t focused specifically on accounting, but there are quite a few for:

  • 401k
  • Rate of return
  • Tax
  • Debit
  • And more

Go here to learn more about this WordPress plugin:

Show Stock Quotes

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes)

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

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes WP Plugin – Stock Portfolio)

Visit the plugin site to learn more about using this plugin:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker Plugin For WordPress)

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

Custom Stock ticker provides loads of customizable ticker. You can choose to use built-in themes or customize it yourself to match the look and feel of your website. You can also add custom stocks to specific categories.

Customize the appearance by changing speed, symbols, colors, etc.

For more information, go here:

Finance Calculator

Finance Calculator Plugin For WordPress

(Finance Calculator – WordPress Plugin)

This free plugin lets your users calculate indicative repayments online. It’s great for calculating automotive loans, property loans, or other large loans.

Finance Calculator Plugin

(Finance Calculator Plugin For WordPress – Loan Calculator)

Finance Calculator also contains an application form that sends a message to a specified email address.

Other features of this plugin include displaying payment protection, calculating 12 to 60 months loans and creating forms that can be placed in any page or post.

Go here for more details:


WP-Invoice Plugin

(WP-Invoice WP Plugin)

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

This plugin integrates billing into WordPress. You can send out itemized invoices, set up recurring billing and expand 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 PayPal,, Stripe, 2Checkout, PayPal Payments Pro, and others.

WP-Invoice features include adding custom payments and charges, creating pre-defined line items and discounts, viewing invoice status and progression, easily filtering and finding invoices, showing invoice receipts and invoice history, creating notification e-mail templates, displaying reports (collected vs uncollected invoices, valuable clients and top grossing line items), and more..

Visit this site to learn more about using this plugin:

All In One Business Management Application

All In One Business Management Application Plugin For WordPress

(All In One Business Management Application – WordPress Plugin)

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

All In One Business Management Application - WordPress Plugin

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

The plugin supports international languages, is fully customizable and provides additional tools such as document management, notice board, and more.

For more details about this plugin, go here:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software Plugin

(iBilling – Accounting and Billing Software)

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

iBilling - Accounting and Billing Software Plugin For WordPress - Invoicing

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

It integrates with several payment gateways.

Go here to learn more about this plugin:

WordPress Financial Themes

To benefit the most from using WordPress to grow your business online, it’s best to choose a theme specifically for accounting. Here is a list of some of the best themes themes available for accounting. These themes allow you to own a professional accounting website within minutes.

Accounting Pro

Accounting Pro - WordPress Theme

(Accounting Pro – WordPress Theme)

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

You can easily customize Accounting Pro through premium add-ons.

For more details, go here:



(Accountancy WP Theme)

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

This mobile-friendly theme includes a custom slider, a featured testimonial section, it’s lightweight, search optimized, and fast loading. It provides what you need without bloating your theme with features you don’t need. Your purchase price includes free updates and one year of support.

Go here for more details:


Accounting Theme For WordPress

(Accounting WordPress Theme)

This theme includes a drag-and-drop builder that allows you to design your website any way you want. It also has unlimited sidebars and custom widgets, four different types of headers, a custom administration panel, different color schemes, a custom slider, three different blog types, and is responsive (mobile-friendly). Accountancy is a clean-looking, modern and fast loading theme.

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


Kathryn Theme For WordPress

(Kathryn – WordPress Theme)

Kathryn is a premium child theme for the Genesis Framework built for accounting businesses. Kathryn allows you to use WordPress as a true content management system and comes with a slider, multiple layouts, multiple sidebars, a variety of color choices, is easy to use, inexpensive, 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.

Go here for more info:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – WordPress Theme)

This premium theme for WordPress was developed to exude professionalism within the accounting industry. It features an authoritative color scheme and layout elements specifically designed to make your accounting business website look professional 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 form section with consultation requests (downloadable as CSV), testimonials, and a blog.

Go here to learn more about this theme:

WP Advocate

WP Advocate WordPress Theme

(WP Advocate)

This is a corporate theme designed specifically for professionals such as accountants and attorneys. Use the theme’s 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 clean-looking and loads fast.

More info:


Divi - WordPress Theme


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

Divi’s page builder transforms elements into visual building blocks, allowing anyone to understand and edit the structure of their web pages without touching code.

Divi - WordPress Theme - Page Builder

(Divi – Flexible Page Builder)

Divi comes with 40 content modules that you can drag and drop anywhere you want. These include bar counter, call to action, code, countdown timer, gallery, number counter, person, pricing table, tabs, text, fullwidth code, fullwidth map, fullwidth post title, and more.. Divi is responsive and completely customizable. Themes start at $69 per year and includes full access to 80+ stunning themes.

More info:

The Corporation

The Corporation WP Theme

(The Corporation)

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

It has a page-based home page design with a prominent, flashy slider, blog design, 6 unique 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 all professional themes.

To learn more about this WordPress theme, go here:


Adviser Theme

(Adviser Theme)

This premium theme for WordPress was developed to help professionals in the financial industry to build trust online with a clean business design. It’s ideal for businesses that provide services like investments or tax help. It includes a recruitment page with hiring announcements and where to send applications. It also includes a lease calculator. It includes multiple shortcodes and widgets, and includes the drag-and-drop visual composer.

Go here to learn more about this WordPress theme:

Tax Help

Tax Help Theme

(Tax Help Theme)

Tax Help was developed specifically for financial companies, tax and finance advisors, and firms providing tax assistance. It’s designed to show your services professionally and help build your business reputation. It has different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

Visit this site to learn more about this theme:

Finance Business

Finance Business Theme

(Finance Business WordPress Theme)

This one was developed for organizations that provide financial services including tax help, consulting, corporate, insurance, finance, accounting, loans, 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, two premium sliders, page settings, color management, animated elements, and lots more.

More info:

We hope that you have found this article on ways of improving search engine optimization, improve user engagement and generate more web traffic with plugins useful.

Build An Accounting Website With WordPress That Converts


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Author: Martin Aranovitch

Martin Aranovitch is the founder of and has authored hundreds of FREE WordPress tutorials for non-techies and beginners. provides detailed step-by-step tutorials that will teach you how to use WordPress with no coding skills required and grow your business online at minimal cost!