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 WordPressIn Part 1 of this article on ways to build your accounting business web presence, we covered the following topics:

  • Challenges Accounting Businesses Face Online
  • Online Opportunities For Accounting Services
  • Your Web Pages
  • Tips For Improving Your Content

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

  • Improve Web Traffic
  • Generate New Leads & Enquiries
  • How To Improve SEO, Improve User Engagement And Generate More Visitors Using Plugins

Important Info

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

Online Business Tips For Accountants – Improve SEO, Improve User Engagement And Increase Traffic Generation With Plugins And Themes

Web traffic is an important part of your online business growth. In this section we explore ways to help you improve your web traffic.

Optimizing Your Site For Search Engines With WordPress

There are many ways that WordPress helps improve SEO:

  • URLs – WordPress lets you set the permalinks to create search engine-optimized URLS for your article pages.
  • Tags – WordPress lets you choose the keywords that you want your articles to be indexed for in the search engines.
  • Post Categories – Create categories for your posts and products.
  • Excerpts – Set descriptions for your posts that will display to search engine users.
  • Images – title images used in your content with keywords for improved search results.
  • Internal Linking – WordPress has a built-in feature that lets you easily link your content to other posts
  • Post Notification – Configure your site to automatically notify other search directories immediately upon publishing new content on your website.

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

As well as the built-in features of WordPress, there are quite a number of WordPress plugins that improve your accounting website’s SEO, increase user engagement and drive more visitors to your website.

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

  • All in One SEO – WordPress SEO plugin
  • Google XML Sitemaps – WordPress sitemap plugin (lists all of your posts and pages for search engines)
  • WP Tree – WordPress site map plugin (for visitors)

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

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

Other things you can do to improve SEO, increase user engagement and drive more web traffic to your site are to add a forum, newsletters, commenting, and social sharing features. Here are some more useful WordPress plugins that can help:

  • BuddyPress – Use the BuddyPress plugin to set up and manage an online social network on WordPress, with member profiles, user groups, messaging, activity streams, and more.
  • bbPress – Set up your own online discussion forum on your website.
  • E-Newsletter – Send professional email newsletters, track results and manage subscribers from your WP dashboard, without requiring a third party subscription.
  • Disqus – use this WordPress plugin to power discussions and helps to increase user engagement on your website.
  • Monarch – Easily add social sharing features on your site.

WordPress users can easily add social sharing features to their website using WordPress plugins

(WordPress users can easily add social features to their website with WordPress plugins)

Tips For Generating New Leads & Enquiries

In this section we’ll discuss ways to improve your sales and generate leads and enquiries.

Add A Newsletter

Providing a newsletter is a great way to build a list of subscribers. Adding email newsletters] provides many benefits and advantages, like:

  • Sends targeted traffic
  • Keeps readers from forgetting about you
  • Provides updates
  • Provides you with a highly targeted marketing channel
  • It’s a way to provide special products or services to a select audience
  • Provides regular opportunities for engagement with your users
  • Provides you with an additional way for subscribers to share your content

One of the things you can do to get visitors to subscribe to your email newsletter is to provide high value information and give users free gifts in exchange for their details. This could be a useful report, checklists for handling tax, access to tax calculators, discount coupons, access to subscriber-only content, contests, etc.

Contact Forms

A contact form makes it easy and simple for prospective clients to get in touch with you. A contact form also lets readers report issues, ask questions to specific departments, request a quote, and more.

Contact forms provide a number of benefits and advantages including:

  • Reduces spam
  • Automated response
  • Giving you control over what gets sent to you
  • Allows you to keep your email address private
  • Contact forms can be added to any post or page
  • Improves the professional look of your website
  • More convenient for visitors

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

Contact Form 7

Contact Form 7 Plugin For WordPress

(Contact Form 7)

This free contact form plugin is easy to install and configure and lets you create multiple contact forms on your posts and pages, customize your form and the mail contents, add fields, and more.

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

Another feature you may want to consider is to segment your contact form so prospective clients can select which department they want to contact. This helps you get the comment to the right person.

Map Integration

Adding maps helps your visitors and clients find you.

A map is a great tool for several reasons:

  • Maps improve local SEO
  • Visitors can find your office more easily
  • Display location of events

Adding a map helps your visitors and customers find you

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

Some of the most popular map plugins for WordPress include:

How To Improve SEO, Improve User Engagement And Generate More Visitors Using Plugins

Financial WordPress Plugins

WordPress provides a number of plugins you can add to your site to immediately add a range of practical tools for users. Here are just some of the plugins you can choose from:

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators)

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

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

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

For more details, go here}:

Show Stock Quotes

Show Stock Quotes WordPress Plugin

(Show Stock Quotes – WordPress Plugin)

This free plugin gives you a widget that shows a number of different stock quotes per portfolio. You can show as many widgets as you want.

Show Stock Quotes

(Show Stock Quotes Plugin For WordPress – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker

(Custom Stock Ticker Plugin For WordPress)

This plugin lets you add a custom stock ticker to any page, post, or sidebar with shortcodes.

Custom Stock ticker includes a number of customizable features. Choose from built-in themes or customize it yourself to match your site. You can also add custom stocks to specific categories.

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

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator WordPress Plugin)

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

Finance Calculator - WordPress Plugin

(Finance Calculator WordPress Plugin – Loan Calculator)

The plugin also contains an application form that sends a notification message to the email address you specify.

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 For WordPress


WP-Invoice lets you send itemized invoices to 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, like business location, electronic signature, PDF creation, quote creation, checkout forms, and more.

The plugin ties into WP’s user management database to keep track of clients and their information, and integrates with payment processors like PayPal,, Stripe, and others.

The plugin lets you add custom payments and charges, add pre-defined line items and discounts, quickly view invoice status and progression, filter and find invoices, show invoice receipts and invoice history, create email notification templates, display reports (collected vs uncollected invoices, 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 Plugin

(All In One Business Management Application Plugin)

This complete business management system includes accounting management, invoicing, order management, helpdesk with ticketing management system, CRM and many additional features.

All In One Business Management Application

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

The plugin supports different languages, is fully customizable and provides additional tools like document management, to do app, and more.

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software - WordPress Plugin

(iBilling – Accounting and Billing Software – WordPress Plugin)

iBilling is a scalable business software that lets you manage clients 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 WP Plugin - Invoice

(iBilling – Accounting and Billing Software – Invoicing)

iBilling Accounting and Billing Software lets you get paid faster by integrating with several payment gateways.

For more details, go here}:

Financial 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 list of some of the best themes themes available for accounting. With the themes below you can own a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of website design.

Accounting Pro

Accounting Pro WP Theme

(Accounting Pro Theme)

Accounting Pro is a turn-key theme for accountants and accounting firms. It’s a responsive theme with 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-resized images, and a whole lot more.

You can customize this theme through premium add-ons.

Go here to learn more this theme:


Accountancy Theme For WordPress

(Accountancy WP Theme)

This premium WordPress theme comes in a variety of styles and layouts that helps make your accounting website look and feel professional.

It includes a custom slider, a featured testimonial section, and more. It’s lightweight, search engine friendly, loads fast, and is responsive. Accountancy Theme provides the flexibility you need without bloating your theme with features you don’t need. Free updates and 1 year of support is included with the cost of purchase.

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


Accounting Theme


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

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


Kathryn - WordPress Theme

(Kathryn WP Theme)

Kathryn is built for accounting businesses. It allows you to use WordPress as a true CMS and comes with a slider, multiple layouts, multiple sidebars, many color options, is easy to use, SEO friendly, and is responsive. Although this theme could easily suit any profession you like, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and must be purchased separately from the Genesis Framework.

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

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme)

This premium WordPress theme was created to enhance professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., is designed specifically to help make your accounting site 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 section with consultation requests (downloadable as CSV), testimonials section, and a blog.

More information:

WP Advocate

WP Advocate

(WP Advocate)

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

For more details, go here:


Divi - WordPress Theme


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

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

Divi Theme For WordPress - Page Builder

(Divi – WordPress Theme – Page Builder)

It has 40 content modules that you can drag and drop anywhere you want. This includes multiple layouts, a slider, you can place pricing tables, testimonials, call-to-action, and lots more. It is mobile-friendly and completely customizable. Elegant Theme prices start at $69 per year and includes full access to over 80 sleek business themes.

More info:

The Corporation

The Corporation Theme

(The Corporation – WordPress Theme)

This one was developed specifically to make corporate sites look good.

The Corporation has a page-based home page design with a nice slider. It also has a blog design. It has six unique  color schemes. It also has multiple page templates which include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Theme prices start at $69 per year and includes full access to all beautifully-designed themes.

For more information, go here:


Adviser WP Theme

(Adviser – WordPress Theme)

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

Go here for more information:

Tax Help

Tax Help WP Theme

(Tax Help WordPress Theme)

This premium theme was specifically built for financial organizations, tax and financial advisors, and businesses that provide tax services. This theme is designed to show your services in a professional way and help establish your professional 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 details, go here:

Finance Business

Finance Business Theme For WordPress

(Finance Business WordPress Theme)

This theme was developed specifically for businesses that provide financial services such as tax help, consulting, corporate, insurance, finance, accounting, loans, and more. Finance Business 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, 2 premium sliders, page options, color management, animations, and a lot more.

More information:


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 comprehensive guide has helped you learn how to improve your accounting website using WordPress.

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