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 With WordPress That Creates ResultsIn Part 1 of this guide on ways to build your accounting business presence online, we covered the following topics:

  • Online Challenges For Accounting & Financial Businesses
  • Opportunities For Accounting Services
  • How To Improve Your Website Pages
  • Tips On How To Improve The Content On Your Site

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

  • Tips For Improving Traffic With WordPress
  • Ways To Generate More Leads & Enquiries
  • WordPress Plugins For Improving SEO, Creating Better User Engagement And Generating More Traffic


To learn more about WordPress plugins and themes, see these articles:

Your Accounting Website – Improving Search Engine Optimization, Improve User Engagement And Increase Web Traffic Generation With Plugins And Themes

Your web traffic is vital to your business growth. This section discusses how to improve search engine optimization, improve user engagement and increase web traffic generation using plugins.

Optimizing Your Website For Search Engines

There are loads of ways that WordPress helps optimize your accounting or financial services website for search engines:

  • Search Engine-Friendly URLs – WordPress lets you set the permalinks to create search engine-optimized web addresses for your article pages (called posts).
  • Tags – WordPress lets you choose the keywords that you want your posts to be indexed by in the search engines.
  • Categories – Add SEO-friendly categories for archiving and organizing your content.
  • Post Excerpts – Set descriptions for your posts that search engines will show in their search result pages.
  • Images – add search-optimized titles to your images for better search engine results.
  • Internal Content Linking – WordPress has a built-in feature that allows you to easily create internal links for better indexing of pages
  • Post Notification – Set up your site to automatically notify other sites and directories whenever a new post is published on your website.

WordPress Plugins That Can Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors

In addition to the built-in features of WordPress, the WordPress development community makes available dozens of plugins that improve SEO, increase user engagement and drive more traffic to your website.

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

Use a plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) to improve your SEO

(A plugin like Yoast SEO can improve your site’s SEO)

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

  • BuddyPress – Run your own online social community on your WordPress site.
  • bbPress – This free plugin helps you set up your own forum on WordPress.
  • E-Newsletter – This plugin lets you send email newsletters, track results and manage subscribers from your WP site.
  • Disqus – use this plugin to power discussions and helps to increase engagement on your site.
  • Monarch – Easily add social buttons and features that allow visitors to share your content online on your pages and posts.

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

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

Tips For Generating Leads & Enquiries With WordPress-Based Applications

In this section, we’ll look at ways to improve your sales and generate new leads and enquiries.

Providing A Newsletter

Providing a newsletter is an excellent way to grow and retain your readership. It] provides many benefits and advantages, like:

  • Sends targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides updates that could save businesses time and money
  • Provides you with a targeted marketing channel
  • It’s a way to provide special services or products to a select audience
  • Increases user engagement
  • Provides another way for subscribers to share your content

An effective way to attract subscribers is to provide high value information and give users additional items of value for free in exchange for their personal details. This can be a guide, checklists for handling tax, access to tax calculators, coupons, membership access to subscriber-only content, contests, etc.

Contact Forms

A contact form makes it easy and simple for prospective customers to get in touch. Contact forms also allow users to send feedback, contact specific departments, request quotes, send suggestions for new services or products and more.

A contact form provides several benefits including:

  • Reducing spam
  • Automated response
  • Gives you control over what gets sent to you
  • Allows you to keep your email address private
  • Can be added to any page or post
  • Improves the professional look of your site
  • More convenient for users

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

Contact Form 7

Contact Form 7 WP Plugin

(Contact Form 7)

This plugin is easy to install and set up and allows you to insert multiple contact forms into any post or page, customize your forms and the email contents, add fields, and more.

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

Another option to consider is to segment your contact form so prospective customers can select the topic they are contacting your company about. This ensures that visitors’ requests reach the right person.


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

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

  • Maps help to increase local SEO
  • Customers can better plan their visits or appointments
  • Shows location of events

Maps help your visitors and customers find you

(Adding maps helps your visitors and customers find you)

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

WordPress Plugins And Themes That Can Improve Search Engine Optimization, Improve User Engagement And Increase Web Traffic Generation

Accounting WordPress Plugins

WordPress provides a number of plugins you can add to your accounting or financial services site that will immediately add a range of practical tools for visitors. Here are some of these plugins:

Calculator Pro Calculators

Calculator Pro Calculators - WordPress 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. It also supports internationalization

Most of the calculators aren’t focused on accounting, but there are quite a few you can use for:

  • Interest rate
  • Payments
  • Tax
  • Credit
  • And lots more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin

(Show Stock Quotes WordPress Plugin)

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

Show Stock Quotes

(Show Stock Quotes – WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker - WordPress Plugin

(Custom Stock Ticker Plugin)

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

The plugin includes loads of customizable ticker. Choose from built-in skins or customize it yourself to match your site. You can also add custom stocks to specific categories.

Customize the appearance by changing width, height, scroll speed, background color, opacity, number of stocks displayed simultaneously, font size, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator Plugin)

This free plugin lets your users calculate indicative repayments online. This is a great financial tool for car loans, property, or any other large loan.

Finance Calculator WordPress Plugin

(Finance Calculator WP Plugin – Loan Calculators)

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

Other features of this plugin include showing 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

(WP-Invoice Plugin)

WP-Invoice lets you send itemized invoices to clients.

This plugin lets you integrate billing into WordPress. You can send out itemized invoices. It also 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 from clients, create PDF invoices, create quotes, create checkout forms, and more.

The plugin ties into the WP user management database to keep track of your clients and their information, and integrates with PayPal,, Stripe, and others.

You can add custom payments and charges, insert pre-defined line items and discounts, quickly view invoice status and progression, filter and find invoices, see invoice receipts and invoice history, create e-mail notification templates, display 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 WordPress Plugin

(All In One Business Management Application Plugin For WordPress)

This is a complete business management system that includes accounting management, invoicing, order management, helpdesk with ticket system, client relationship management and lots more.

All In One Business Management Application WordPress Plugin

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

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

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software Plugin For WordPress

(iBilling – Accounting and Billing Software Plugin For WordPress)

iBilling is a scalable business software that lets you manage client data and invoices, 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 Plugin – Client Invoicing)

iBilling Accounting and Billing Software integrates with several online payment gateways.

For more details, go here}:

Accounting Themes For WordPress

To benefit the most from using WordPress, we recommend choosing a theme specifically for accounting businesses. Here is a look at some of the best accounting themes available. With the themes below you can have a professional-looking accounting website within minutes and save hundreds to thousands of dollars on the cost of web design.

Accounting Pro

Accounting Pro WordPress Theme

(Accounting Pro WordPress Theme)

This premium theme for WordPress is an inexpensive turn-key theme built for accountants and accountancy firms. It’s a responsive theme with a drag-and-drop page-builder, has several page templates, a custom menu feature, a content composer (gives you an improved WordPress editor), a sidebar manager, auto-resized images, and a whole lot more.

Accounting Pro can be customized by installing premium add-ons.

Go here to learn more about this theme:


Accountancy - WordPress Theme

(Accountancy Theme)

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

This responsive theme includes a custom slider, a featured testimonial, it’s lightweight, search engine optimized, and fast loading. It provides the features you need without bloating your theme. Free updates and 1 year of support is included with the cost of purchase.

More info:


Accounting Theme


This one includes a drag-and-drop builder that allows you to design your website any way you want. The theme also has unlimited sidebars and custom widgets, four different types of headers, a custom administration panel, four color schemes, a custom slider, 3 blog types, and is fully responsive. Accountancy looks clean and modern and loads fast.

Go here to learn more about this WordPress theme:



(Kathryn – WordPress Theme)

This premium WordPress theme was created for accounting services. Kathryn allows you to use WordPress as a true content management system and provides a slider, multiple layouts, multiple sidebars, widgetized home page, various color choices, is easy to use, SEO friendly, and is responsive (mobile-friendly). Although it can easily fit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy slider plugin and is a separate purchase from the Genesis Framework.

For more details, go here:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme – WordPress Theme)

This premium theme for WordPress was built to exude 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 business website a professional look while not looking dull. It’s a turn-key installation but you can still modify it if you want. It’s responsive and includes pages for your services, contact section with consultation requests (downloadable as CSV), testimonials, and a blog.

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

WP Advocate

WP Advocate Theme

(WP Advocate)

This is a free corporate theme specifically designed for professional service providers such as accountants and attorneys. Use the theme’s bundled images or upload your own. It includes a custom post type for employee profiles. It will also integrate with BeSpoke profile templates. It’s clean-looking and loads fast.

More information:


Divi WP Theme

(Divi Theme)

This premium WordPress theme is one of the most flexible themes in Elegant Themes‘ entire theme collection. Divi lets you create a unique, professional website using its page builder or pre-made layouts. You can modify your layout to your heart’s content.

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

Divi Theme - Page Builder

(Divi – Flexible Page Builder)

It has 40 content modules that you can drag and drop anywhere you want. This includes modules such as audio player, blurb, code, email optin, image, number counter, portfolio, pricing table, testimonial, video slider, fullwidth image, fullwidth map, fullwidth post title, and more.. It is responsive and completely customizable. Themes start at $69 per year and includes full access to over 80 professional themes.

For more information, go here:

The Corporation

The Corporation Theme

(The Corporation Theme For WordPress)

This one from Elegant Themes was specifically created to create good-looking corporate websites.

This theme has a sleek and professional page-based home page design with a prominent slider. It also has a blog design and features that toggle on and off. It has six  color schemes. It also comes with multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Elegant Theme prices start at $69 per year and includes access to over 80 sleek business themes.

Go here for more information:


Adviser Theme

(Adviser – WordPress Theme)

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

For more details, go here:

Tax Help

Tax Help Theme For WordPress

(Tax Help Theme)

This theme was built specifically for financial companies, tax and financial advisors, and businesses that provide tax services. Tax Help is designed to showcase your services professionally to help establish your professional reputation. It comes with a range of blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

Go here to learn more about using this theme:

Finance Business

Finance Business Theme

(Finance Business WordPress Theme)

This premium theme was built for businesses that provide any type of financial service including tax help, consulting, corporate, finance, insurance, loans, accounting, and more. It includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that let you add charts and financial content. It also includes a custom drag-and-drop composer, 2 premium sliders, page settings, color management features, animations, and lots more.

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


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 guide has helped you learn ways of improving your accounting website with WordPress themes and plugins.

How To Build A Website For Accountants With WordPress That Engages And Converts New Clients

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