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 Themes And Plugins For AccountantsIn Part One of this step-by-step guide on ways to improve your accounting web presence, we provided practical tips and suggestions on the following areas:

  • Online Challenges For Accountants
  • Opportunities For Professional Accountants
  • Essential Web Pages
  • Improve The Content On Your Website

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

  • Improve Web Traffic With WordPress
  • Tips For Generating New Leads & Enquiries With WordPress
  • Improve Search Engine Optimization, Increase User Engagement And Increase Web Traffic Generation Using Plugins & Themes


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

Grow Your Accounting Website – Improve Search Engine Optimization, Increase User Engagement And Generate More Traffic With WordPress Plugins

Web traffic is an integral part of your business growth. In this section, we discuss WordPress plugins for improving SEO, better user engagement and traffic generation.

Optimizing Your Site For Search Engines

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

  • SEO-Friendly – Set the permalinks to create search engine-optimized web addresses for your posts.
  • Post Tags – WordPress lets you specify the keywords that you want search engines to index your article pages (posts) for.
  • Categories – Create SEO-friendly categories for archiving and organizing your content.
  • Excerpts – Create an excerpt that search engines will show in their search results.
  • Images – add search-optimized titles to your content images for improved search engine results.
  • Internal Linking – WordPress provides a built-in feature that lets you easily link your content to other posts
  • Post Notification – Configure your site to automatically notify (ping) other search directories immediately upon publishing new content on your site.

WordPress Plugins That Can Help Improve Search Engine Optimization, Improve User Engagement And Generate More Visitors

In addition to the built-in features of WordPress, the WP developer community makes available also a number of plugins that improve SEO, increase engagement and drive more web traffic to your business.

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

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

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

Other WordPress plugins you can add to improve SEO, increase user engagement and drive more visitors to your website are to add a forum, newsletters, comments, and social sharing. Here are a few WordPress plugins that can help (many of the plugins listed below can be downloaded at no cost):

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

WordPress users can easily add social features to their site using free or inexpensive WordPress plugins

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

Tips For Generating Leads & Enquiries

This section explains ways to improve sales and generate more leads and enquiries online.

Add A Newsletter

Adding a newsletter is an excellent way to build a list of subscribers. Adding email newsletters] provides a number of benefits and advantages including:

  • Sends targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides useful updates
  • Provides you with a targeted marketing channel
  • Allows you to offer special products or services to a select audience
  • Increases user interaction
  • Provides you with other ways for subscribers 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 a free gift in exchange for their personal details. This could be a special report, tips for handling tax, access to tax calculators, coupons, access to subscriber-only content, contests, etc.

Contact Forms

A contact form provides an easy and simple way for prospective clients to get in touch with you. Contact forms also allow visitors to raise problems, ask questions to specific departments, ask for a quote, and more.

A contact form provides many benefits, like:

  • Reduces spam
  • Automated response
  • Gives 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
  • More convenient for users

A popular contact form plugin is Contact Form 7.

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7 Plugin For WordPress)

This plugin is easy to install and configure and lets you insert and manage multiple contact forms into any post or page, customize your form and the mail contents, add fields, and more.

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

Another option you may want to consider is to add sections to your contact form so prospects can select which topic they want to discuss. This helps you get the comment to the right person.

Provide Maps

Adding a map helps your visitors and customers find you.

A map is a great tool for several reasons:

  • Maps improve local SEO
  • Helps visitors find you easily
  • Show location of events

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

(A map helps your visitors and clients find you)

Popular Google Maps plugins for WordPress include:

Improving SEO, Increase User Engagement And Increase Visitors To Your Accounting Or Financial Services Website Generation Using WordPress Plugins

Accounting WordPress Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators)

This plugin provides a free collection of 400+ calculators. You can embed them into your posts, pages, or sidebars using shortcodes. Internationalization is supported.

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

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

For more details, go here}:

Show Stock Quotes

Show Stock Quotes

(Show Stock Quotes Plugin)

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

Show Stock Quotes Plugin For WordPress

(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)

This plugin lets you add custom stock tickers to any sidebar, post or page using shortcodes.

This plugin offers loads of customizable ticker. Choose from built-in themes or customize these yourself to match your site. You can also create custom stocks for specific categories.

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

For more details, go here}:

Finance Calculator

Finance Calculator Plugin

(Finance Calculator Plugin)

This free calculator allows your site visitors to calculate indicative repayments. This is a useful financial tool for automotive loans, property, or other large loans.

Finance Calculator WP Plugin

(Finance Calculator Plugin For WordPress – Loan Calculator)

This plugin also contains an application form that will send a notification message to a specified email address.

Other features of this plugin include displaying payment protection, calculating 12 to 60 months loans and creating a form 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.

This plugin integrates billing into WordPress. You can send clients itemized invoices, set up recurring billing and expand plugin functionality with free and premium add-ons that let you manage locations, accept electronic signatures, create PDF invoice versions, provide 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, and many others.

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

(All In One Business Management Application Plugin)

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

All In One Business Management Application

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

All In One Business Management Application 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 - WordPress Plugin

(iBilling – Accounting and Billing Software)

This is a scalable business software that lets you manage client data and invoicing, tracks your company’s net worth and cash flow, send single-click payment reminders and payment confirmations, and lots more.

iBilling - Accounting and Billing Software - Invoice

(iBilling – Accounting and Billing Software – Client Invoicing)

It allows you to get paid faster online by integrating with several payment gateways.

For more details, go here}:

Accounting And Financial Services – WordPress Themes

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

Accounting Pro

Accounting Pro

(Accounting Pro)

This is a 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, performs auto resizing for images, and lots more.

Accounting Pro can be customized with premium add-ons.

Go here for more details about this theme:


Accountancy Theme For WordPress

(Accountancy Theme For WordPress)

This theme comes with a variety of built-in styles and layouts to 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 Theme provides what your business needs without bloating your theme. Your purchase includes free updates and 1 year of support.

Go here for more information:


Accounting Theme


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

For more details, go here:


Kathryn Theme

(Kathryn – WordPress Theme)

This one is a premium child theme for the Genesis Framework developed specifically for accounting services. It has multiple layouts, slider, multiple sidebars, a variety of color options, is easy to use, search optimized, and is mobile-friendly. Although this theme can easily fit any profession you like, it builds a great looking accounting theme. It includes a license for the Soliloquy responsive slider plugin and must be purchased separately from the Genesis Framework.

For more information, go here:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – Theme For WordPress)

Accounting WordPress Theme was designed with the idea of professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., was specifically designed to give your accounting site a professional look. 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 section, and a blog.

More info:

WP Advocate

WP Advocate - WordPress Theme

(WP Advocate WordPress Theme)

This is a free corporate theme built for professionals such as accountants and attorneys. 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. It’s clean and fast-loading.

More information:


Divi WP Theme

(Divi Theme)

This premium theme for WordPress is the most flexible theme in Elegant Themes‘ collection. You can create any kind of professional website you want using the page builder or beautiful pre-made layouts. You can change your layout as much as you need.

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

Divi - WordPress Theme - Page Builder

(Divi Theme – Flexible Page Builder)

Divi has 40 content modules that you can drag and drop anywhere you want. It has audio player, blurb, circle counter, countdown timer, image, number counter, post title, shop, testimonial, video, fullwidth code, fullwidth menu, fullwidth slider, and more.. Divi is responsive and completely customizable. Theme prices start at $69 per year and includes full access to 80+ themes.

For more information, go here:

The Corporation

The Corporation

(The Corporation)

This premium theme was specifically built to make corporate websites look great.

It has a sleek page-based home page design with a prominent slider, blog design, six different different color schemes, 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 all professional themes.

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


Adviser WP Theme


This premium theme was developed to help those in the financial industry to build trust with a clean business design. It’s perfect for businesses that provide services such as investing or tax advice. The Adviser theme includes a recruitment page with hiring announcements and where to send applications, lease calculator, widgets and multiple shortcodes, and a drag-and-drop visual composer..

More information:

Tax Help

Tax Help Theme For WordPress

(Tax Help – WordPress Theme)

This theme was designed for financial organizations, tax and finance advisors, and businesses providing tax services. It’s designed to showcase your services professionally and help build your business reputation. It provides a range of blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

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

Finance Business

Finance Business - WordPress Theme

(Finance Business)

Finance Business was developed specifically for businesses that provide any type of financial service such as tax help, consulting, corporate, finance, insurance, loans, accounting, and more. It includes a custom CMSMasters Visual Content Composer plugin. It also has around one hundred shortcodes that includes charts and financial content. It also includes the custom drag-and-drop composer, two premium sliders, page settings, color management features, animated elements, and a lot more.

For more details about using this theme, visit the theme site:


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 SEO, improve user engagement and increase web traffic generation with plugins helpful.

Best WordPress Themes And Plugins To Grow An Accounting Business Online

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Author: Martin Aranovitch

Martin Aranovitch is the founder of and the author of The Small Business Digital Manager. provides hundreds of FREE detailed step-by-step tutorials that will teach you how to use WordPress to grow your business online at minimal cost with no coding skills required!

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