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.

Build An Accounting Website With WordPress That Engages And Converts New ClientsIn Part One of this guide on ways to grow your accounting web presence, we provided practical tips and suggestions on the following topics:

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

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

  • Ways Of Improving Traffic With WordPress
  • Ways To Generate Leads & Enquiries
  • How To Improve Search Engine Optimization, Increase User Engagement And Increase Web Traffic Generation Using WordPress Plugins & Themes


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

Ways To Improve Website Traffic

Your web traffic is vital to your business growth. This section discusses ways of improving your accounting or financial services website using WordPress.

Optimizing Your Website For SEO

There are many ways that WordPress helps improve your website’s SEO:

  • Search Engine-Friendly URLs – configure the permalinks to create search engine-optimized web addresses for your article pages (called posts).
  • Post Tags – WordPress lets you specify the keywords that you want search engines to index your article pages (posts) for.
  • Post Categories – Add search engine-friendly categories for your posts and products.
  • Post Excerpts – Create an excerpt that will show in search results.
  • Images – title images with keywords for improved search results.
  • Internal Linking – WordPress has a built-in feature that allows you to easily link internal content
  • Pinging – Set up your WordPress site to automatically notify (ping) other search directories immediately upon publishing a new post on your website.

How To Improve Search Engine Optimization (SEO), Improve User Engagement And Generate More Web Traffic With WordPress Plugins

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

For example, here are some plugins you can use to improve your SEO:

A plugin like Yoast SEO (previously called WordPress SEO by Yoast) can improve your SEO

(A plugin like Yoast SEO (previously called WordPress SEO by Yoast) can improve your SEO)

Other things you can do to improve SEO, increase engagement and drive more web traffic to your site are to add a forum, newsletters, commenting, and social features. Here are some plugins that can help (many of the plugins described below can be downloaded at no cost):

  • BuddyPress – Set up your own social networking community on your website.
  • bbPress – bbPress allows you to set up your own community forum on your WordPress website.
  • E-Newsletter – This plugin lets you send professional email newsletters, track results and manage subscribers from your WP site.
  • Disqus – Disqus lets you power discussions and increases user engagement on your website.
  • Monarch – Easily add social buttons and features that allow visitors to share your content online to your site.

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

(You can add social features to your site easily with WordPress plugins)

Generate More Leads & Enquiries With WordPress

Let’s now discuss how to improve sales and generate more leads and enquiries for your accounting or financial services business.

Add A Newsletter

Adding a newsletter is a great way to grow and retain your readership. Adding newsletters] provides a number of benefits and advantages including:

  • Drives targeted traffic to your site
  • Keeps your business at the forefront of your reader’s minds
  • Keeps readers updated
  • Provides a targeted marketing channel
  • Allows you to offer special services or products to a select audience
  • Increases interaction
  • Provides you with another way for readers to share your content

A proven strategy for attracting subscribers is to provide high value information and give users free gifts in exchange for their personal details. This can be an exclusive guide, checklists for handling tax, access to tax calculators, coupons, membership access to subscriber-only content, contests, etc.

Provide Contact Forms

Contact forms make it easy and simple for prospective clients to get in touch. Readers can raise problems, ask questions to specific departments, request quotes, give suggestions and more.

Contact forms provide many benefits and advantages including:

  • Reduces spam
  • Set up automated responses
  • Giving you control over what is sent to you
  • Allows you to keep your email address private
  • Different forms can be added to any post or page
  • Improves the professional look of your site
  • Convenient for site visitors

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

Contact Form 7

Contact Form 7

(Contact Form 7)

Contact Form 7 is easy to install and set up and allows you to insert multiple contact forms, customize your forms and the mail contents, add fields, and more.

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

Something else to consider is to segment your contact form so prospective clients can choose which department they want to contact. This ensures that contact form requests reach the right person.


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

Integrating maps (e.g. Google Maps), with your site also provides visitors with many benefits, such as:

  • A map improves local SEO
  • Visitors can easily find you
  • Show location of events

A map helps your visitors and customers find you

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

Some of the more popular map plugins include:

Improving SEO, Improve User Engagement And Increase Web Traffic Generation With Plugins And Themes

Financial WordPress Plugins

WordPress makes available a number of plugins you can add to your accounting site 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 WP Plugin)

This is a free collection of 400+ calculators. You can embed these into your pages, posts, or sidebars using shortcodes. The plugin also supports internationalization

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

  • 401k
  • Payments
  • CD
  • Debit
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes WP Plugin

(Show Stock Quotes WordPress Plugin)

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

Show Stock Quotes Plugin

(Show Stock Quotes Plugin For WordPress – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker - WordPress Plugin

(Custom Stock Ticker – WordPress Plugin)

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

This plugin provides a number of customizable features. Choose from built-in skins or customize these yourself to match the look and feel of your website. You can also create custom stocks for specific categories.

Appearance customizations include colors, speed, text, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator – WordPress Plugin)

This free plugin lets your visitors calculate indicative repayments. This is a useful tool for automotive loans, property loans, or any other large loan.

Finance Calculator - WordPress Plugin

(Finance Calculator Plugin For WordPress – Loan Calculators)

This plugin 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 a form that can be placed in any page or post.

For more details, go here}:



(WP-Invoice Plugin For WordPress)

WP-Invoice lets you send itemized invoices to clients.

This plugin integrates billing into WordPress. You can send clients itemized invoices. It even allows you to set up recurring billing. It can be expanded through both free and premium add-ons that let you manage business, accept electronic signatures, create PDF versions of your invoices, create quotes, create single-page checkout forms, and more.

The plugin ties into the WP user management database to keep track of clients and their information, and integrates with payment processors like PayPal,, Stripe, 2Checkout, Interkassa, and many others.

You can add custom payments and charges, add pre-defined line items and discounts, view invoice status and progression, easily filter and find invoices, see invoice receipts and invoice history, create e-mail notification templates, view reports (collected vs uncollected invoices, 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

(All In One Business Management Application WP Plugin)

This complete business management system includes accounting management, invoicing, order management, help desk with ticketing management system, client relationship management and lots more.

All In One Business Management Application WordPress Plugin

(All In One Business Management Application – Invoicing)

All In One Business Management Application supports international 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

(iBilling – Accounting and Billing Software Plugin For WordPress)

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

iBilling - Accounting and Billing Software Plugin - Invoicing

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

iBilling lets you get paid faster by integrating with several online 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. Below is a list of some of the best WordPress themes available for accountancy businesses. With the themes below you can own a professional-looking accounting website within minutes and save hundreds to thousands of dollars on the cost of web design.

Accounting Pro

Accounting Pro Theme

(Accounting Pro – WordPress Theme)

This is an inexpensive turn-key theme for accountants and accountancy firms. It’s responsive, has a drag-and-drop page-builder, has several page templates, custom menu features, a content composer (which improves on the standard WordPress editor), a sidebar manager, auto-resizing for images, and lots more.

Accounting Pro can be expanded through premium add-ons.

Go here for more info:


Accountancy WordPress Theme

(Accountancy Theme For WordPress)

Accountancy Theme has a variety of built-in styles and layouts to give your accounting site a professional look and feel.

It includes a custom slider, a featured testimonial section, and more. It’s lightweight, search engine friendly, fast loading, and is responsive. It provides what you need without bloating your theme with features you don’t need. Free updates and one year of support is included in your purchase.

For more details, go here:


Accounting Theme

(Accounting Theme For WordPress)

Accounting includes a drag-and-drop builder that allows you to design your website any way you want. It also provides unlimited sidebars with custom widgets, four different header types, a custom admin panel, different color schemes, custom slider, 3 blog types, and is responsive (mobile-friendly). It is a clean-looking, modern and fast loading theme.

More information:


Kathryn Theme For WordPress

(Kathryn WP Theme)

This premium theme for WordPress was developed for accountants. Kathryn comes with a slider, multiple layouts, multiple sidebars, various colors, is easy to use, search optimized, and is responsive. Although it could easily suit any profession you like, 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.

For more details, go here:

Accounting WordPress Theme

Accounting WordPress Theme - WP Theme

(Accounting WordPress Theme – WordPress Theme)

Accounting WordPress Theme was designed with the idea of professionalism within the accounting industry. It features authoritative colors and elements specifically designed to help 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 fully responsive (mobile-friendly) and includes pages for your accounting services, contact section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

For more information, go here:

WP Advocate

WP Advocate - WordPress Theme

(WP Advocate)

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

Go here for more info:



(Divi Theme For WordPress)

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

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

Divi - Page Builder

(Divi – WordPress Theme – Page Builder)

It has 40 content modules that you can drag and drop anywhere you want. These include accordion, blog, circle counter, divider, filterable portfolio, map, person, shop, testimonial, toggle, fullwidth header, fullwidth menu, fullwidth post title, and more.. It is fully responsive and fully customizable. Theme prices start at $69 per year and includes full access to all sleek business themes.

For more information, go here:

The Corporation

The Corporation - WordPress Theme

(The Corporation)

This theme from Elegant Themes was specifically designed to create great-looking corporate websites.

It has a sleek and professional page-based home page design with a nice slider. It also has a blog design and features that toggle on and off. It comes with 6  color schemes. It also has multiple page templates which 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 professional themes.

More information:


Adviser Theme

(Adviser Theme)

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

For more details, go here:

Tax Help

Tax Help Theme

(Tax Help WP Theme)

Tax Help was built specifically for financial companies, tax and finance advisors, and businesses providing tax assistance. It’s designed to showcase your services professionally and help establish your business 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.

For more information about using this WordPress theme, go here:

Finance Business

Finance Business

(Finance Business WordPress Theme)

This one was specifically designed for businesses that provide financial services including tax help, consulting, finance, corporate, insurance, accounting, loans, and more. This theme includes a custom CMSMasters Visual Content Composer plugin, around one hundred shortcodes that includes charts and financial content, custom drag-and-drop composer, two premium sliders, page options, color management features, animations, and a whole lot more.

Go here for more details:


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 article has helped you learn ways of improving your accounting website using WordPress.

Building An Accounting Website With WordPress

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