Grow Your Accounting Business Online With WordPress

This article focuses on helping accountants and financial service professionals grow their business online and contains useful information on ways to improve the effectiveness of your accounting or finance-related web presence.

Grow Your Accounting Business Online With WordPress

The Ultimate Guide On How To Grow Your Accounting Online Presence Successfully With WordPressThe digital age has not only revolutionized business around the world, it has also created new challenges and great opportunities for businesses offering accounting services.

Online Challenges For Accountants

Now, more than ever, accountants must work harder and find smarter ways to remain competitive, source new clients, and retain current clients. Not only do they have to become more involved in the communities and industries they serve, they must also maintain a strong presence online. This includes having a dynamic website and figuring out smarter ways to market your business online.

As well as spending dollars advertising offline on local newspapers, ads in industry publications and magazines, radio and tv, etc., businesses in the accounting industry are also finding that increasingly larger amounts of their marketing budget will need to be directed towards the development and maintenance of a website that drives prospects, engages visitors, outperforms the competition in search engines and helps give their business a wider marketing reach online.

This means that your website not only has to look great, your pages have to be fast-loading, and your website layout has to be easy to navigate, but even more importantly, the needs of the website will change in time and sections will need to be updated often. This requires implementing well-developed web and content management strategy.

Another challenge that accountancy firms (and other businesses) face with their websites, is that they have only about 30 seconds to provide users what they are searching for or they will look elsewhere.

“Websites have evolved into central information hubs where service information is still present but enhanced with web portals, hyperlinks to state and federal sites, and a variety of free tools.”

Michael Alter,

Online Opportunities For Certified Public Accountants

As well as facing many business and technology changes, there are also loads of online opportunities available to businesses in the accounting profession that can evolve to meet digital challenges and who can think strategically about marketing their business better online.

In this article, you will learn opportunities to drive more traffic and improve your business results online.


As well as providing general website improvement tips, we also recommend that you consider using the WordPress platform to power your accounting or financial services website.

To learn more about the benefits and advantages of using the WordPress Content Management System (CMS), see the articles below:

Practical Tips For Improving Your Website

This section will show you ways to improve your accounting website and get better results. We show you what pages a financial services site needs, what type of content works best for accounting and financial services sites, suggestions for improving your site’s layout and navigation structure, etc.

If you need assistance or help planning your accounting or financial services website, visit this page: A Practical Guide To Web Site Planning For Business Owners

Basic Web Pages

All websites require several essential pages. Let’s take a look at these.

Your Services And Products

It’s essential to include a page that describes your products and services.

This page should include all the products and services you offer, such as:

  • Business accounting – business planning, formation, general accounting, payroll, financial statement compilation, book keeping, financing, budgeting, forecasting, strategic planning, consulting, etc.
  • Taxation – preparation, planning, reviewing, auditing, advising, problem resolution
  • Investment strategies
  • Corporate finance
  • Wealth creation
  • Superannuation/retirement plan (401k) advice
  • Audit risk assessment and assurance
  • Quickbooks – setup, training, tune up, and support
  • Specialist services – mergers, acquisitions, information technology, secretarial, rentals, trusts, fiduciary accounting, succession planning, selling a business, transfers, etc.
  • Lending and leasing

List all of the services you provide. Provide your visitors with information that will educate them about the benefits of using these services and direct them to your contact or appointment booking page.

About Us

The ‘About Us’ page needs to describe your business and what it stands for, its unique approach, philanthropical activities, etc.

It’s important to also include any awards, certifications, recognitions, accreditations, publications, associations, etc., that you can use to promote your company and position it above the competition.

List all of your professional awards recognitions, certifications, accreditations, associations, publications, etc. in your About page

(List all of your awards certifications, recognitions, accreditations, associations, publications, etc. in your About page. Image source:


Are you searching for quicker and simpler ways to grow your business online or increase user interaction on your site? Then one of the things you can do, is help prospective clients get to know, like and trust you, your team and your business better.

Potential clients need to relate to your business. One great way to do that is to have a page that introduces your staff members. It should include a photo and a brief biography. Since most visitors are probably not well-versed in accounting terms it should tell who they are and what their specialties are. You may also want to explain what those specialties mean. It should also include social buttons that will allow your site visitors to follow selected staff members on their social networks.

In this page, make sure to highlight each team member’s qualifications, why they are an asset to your team, and more importantly, how they can help add value to your clients’ business.

Add a page that introduces your staff to prospective new clients

(Make sure to add a page that introduces your staff or team members to prospective new clients. Screenshot image sourced from:

To learn more about how to easily add a list of employees to your web site without touching code, go here: How To Easily Create A Simple Employee Directory For Your WordPress Site With No Coding Skills Required

Recruitment Page

This is a listing of career opportunities available within your firm. This page can include training, employee benefits, advancement opportunities, etc. You can include information about upcoming career opportunities in the accounting industry.

Also include a positions available section in your page. If there are no positions currently available, consider inviting people to return periodically to this page, subscribe to your contact list, follow your social pages, etc.

Testimonials & Case Studies

Reviews from clients and case studies are a great way to show prospective clients businesses minimize tax, increase profitability, or grow strategically. By adding a page with testimonials from past clients and case studies, you are also helping to are also providing potential clients with social proof online.

Add a page to your site with reviews from clients and case studies

(Add a web page with case studies and reviews from clients. Image source:

We have written extensively about using testimonials and user reviews get better results online. For more details, go here: Improve Your Sales Conversions Using Captivating Testimonials

Contact Us Page

Having a functional contact page is crucial.

It should include the following:

  • Name
  • Location
  • Telephone
  • Facsimile
  • Email
  • Google Map and directions
  • Web URL
  • Contact form
  • Name of person to contact
  • Social media links
  • Live Chat/Skype

If your business services multiple locations you want to make this clear when showing the address and contact information.

Consider also including links to an FAQ page, main pages, special offers, support area, newsletter opt-in form, blog, etc.

Add An Accounting Blog Section

A blog is a very powerful marketing tool. Blogs typically comprise of a content management system that allows you to promote your business using content like announcements, product releases, useful articles and tutorials, informative posts, promotional videos, media presentations, etc.

If you already have an existing website, then consider adding a WordPress-driven blog to promote your organization.

If you don’t have a website yet, or your existing accounting website is very hard to add new content to or not giving you the results you want, then WordPress can serve as both your business website and blog.


You may not be aware of this, but an expertly configured WordPress site can turn into an automated traffic-generation machine that can begin attracting a stream of web traffic to your website, simply by adding regular content to your web site.

WordPress can automate your traffic generation

(An expertly configured WordPress site can automate your traffic generation)

Go here to learn more about this: WordPress Web Site Traffic Blueprint – How To Turn Your WordPress Web Site Into An Automated Web Traffic Machine

Legal Information Pages

It’s crucial for accounting and financial services businesses to make sure they have a compliant website, not just for establishing credibility with prospective clients, but also to ensure that you are not breaching any laws or regulations in whatever area or location you service.

Adding the following legal pages to your website will help keep you out of legal hot water with most regulatory authorities, third-party service providers (e.g. Google), and other potential legal threats and inconveniences:

  • Contact Us
  • Privacy Statement
  • Terms And Conditions
  • Website Disclaimer
  • Affiliate Agreement
  • Anti-Spam Policy
  • Compensation Disclosure
  • DMCA Notice
  • Earnings Disclaimer
  • External Linking Policy
  • Health/Financial Disclaimers
  • Refund Policy
  • Video/Audio Terms
  • and others

Go here to learn more about adding legal pages to your website: Why You Need To Add Legal Pages To Your Site

Tips On How To Improve The Content On Your Website

In today’s highly competitive digital economy, the earlier you begin to publish great content on your site, the sooner you will begin to differentiate yourself from competing businesses.

Providing great content with advice and tips will get your readers sharing your content online and coming back for more. This is the most effective way to inform and educate your visitors and prospective clients about your business.

For example, topics for an accounting business could include the following:

  • How balance sheets work
  • Overlooked tax deductions
  • Duties and legal responsibilities of company directors
  • Presenting accounts for non-profit activities
  • Cashflow planning
  • Maximizing business insurance cover
  • Risk prevention
  • How to structure your self-managed retirement fund
  • Do’s and don’ts of … (e.g. purchasing vs leasing, claiming business expenses, etc.)

You can also create a series of informative articles that will help your your prospective clients understand accounting services, such as finance accounting, small business accounting, business auditing, reducing business debt, financial concepts made simple, etc.

Remember to use relevant keywords and terms in your content that your prospective clients would search for online.

Useful Info

We recommend subscribing to our Content Marketing Email Training Series. You will receive a comprehensive series of training emails with easy-to-digest information that will show exactly how to drive more traffic to your web site, save money creating high-quality content that will add value to your visitors and grow your business online using content marketing. It’s not only a great course with loads of useful information, it’s also completely FREE!

Improve Visitor Engagement And User Experience

Improving your user experience (typically referred to as UX) will help to keep visitors coming back and engaging with your site. This section will show you different ways to improve your visitor engagement and UX.

RSS Feeds

RSS (Really Simple Syndication) feeds can help to improve your visitor engagement and user experience in a number of different ways.

If you provide useful content, other sites will want to syndicate your content to their visitors.

Some of the benefits of having other businesses syndicate your content, include:

  • All of your updates are kept in one place
  • Content distribution doesn’t rely on email
  • Feeds can be shared online
  • Allows users to subscribe
  • It provides links back to your site
  • Your feeds can be submitted to RSS directories and aggregator services
  • There are multiple ways your readers can receive your content (e.g. users can view the content on their mobile device using feed readers)
  • RSS is built into WordPress

There are also a number of benefits to adding syndicated content to your site from other websites, such as the fact that you don’t have to write, manage or update the content.

You can find many useful RSS feeds for your website by visiting sites of relevant government departments and well-known industry bodies.

Here are a few useful RSS feeds you could consider adding to your site:

Adding RSS feeds can help to improve your website's user experience.

(Using RSS (Really Simple Syndication) feeds can help to improve your website’s user experience.)

Checklists & Forms

Adding checklists and forms to your site is a great way to help increase user engagement and add value to your visitors. Checklists and forms can provide users with useful step-by-step instructions and resources to perform a task. Checklists and forms are also great business planning tools.

You can provide online or downloadable forms and checklists covering a range of areas such as:

  • How To Set Up A Business
  • Negative Gearing Worksheet
  • Not-For-Profit Governance Checklist
  • Disclosure Checklists
  • Individual Tax Checklist
  • Trust Tax Checklist
  • Income Tax Variation Forms
Provide Unique Tools

Providing useful tools, gadgets and applications for businesses on your website is a great way to increase visitor engagement and significantly add value to your target audience. Calculators, such as loan and tax calculators, are some of the most popular tools for accounting websites. Other tools would include time cards, and retirement and interest calculators.

In the next section, we will be discussing a several online tools you can add to your website using WordPress plugins and themes that improve seo, increase user engagement and generate more visitors to your business.

A Step-By-Step Guide On How To Grow Your Accounting Or Financial Services Business Online Successfully With WordPress


This is the end of part 1 of this step-by-step article on ways to grow your accounting business web presence.

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"This is AMAZING! I had learnt about how to use WordPress previously, but this covers absolutely everything and more!! Incredible value! Thank you!" - Monique, Warrior Forum


Originally published as Grow Your Accounting Business Online With WordPress.