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 1 of this step-by-step guide on ways to build your accounting business presence online, we covered the following areas:

  • Online Challenges For The Accounting Profession
  • Opportunities For Accounting Businesses In The Web Economy
  • Improve Your Website Pages
  • How To Improve The Content On Your Website

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

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

Useful Information

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

How To Improve Web Traffic

Your web traffic is vital to your online business growth. This section will help you improve your web traffic.

Optimize Your Website For Search Engines (SEO) Using WordPress

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

  • Search Engine-Friendly URLs – configure the permalinks to use the title of the post.
  • Tags – WordPress lets you specify the keywords that you want search engines to index your posts for.
  • Post Categories – Add categories for your posts and products.
  • Excerpts – Set an excerpt that will display in search results.
  • Images – title your images with keywords for improved search engine results.
  • Internal Content Linking – WordPress has a built-in feature that lets you easily create internal links
  • Pinging – Configure your site to automatically notify other sites and directories immediately upon publishing new content on your site.

Improve Search Engine Optimization (SEO), Increase User Engagement And Drive More Visitors With Plugins

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

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

Use a plugin like Yoast SEO to improve your SEO

(A plugin like Yoast SEO (previously called WordPress SEO by Yoast) can improve your website’s search engine optimization)

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 features. Here are a few fantastic plugins that can help (many of the plugins listed below can be downloaded at no cost):

  • BuddyPress – This plugin can be used to set up a social networking community on your website, with member profiles, messaging, user groups, activity streams, and more.
  • bbPress – This free WordPress plugin allows you to set up your own discussion forum on your WordPress website.
  • E-Newsletter – E-Newsletter allows you to send professional email newsletters, track results and manage subscribers from your WordPress site.
  • Disqus – use this plugin to power discussions and helps to increase user engagement on your website.
  • Monarch – Add social buttons and features that allow visitors to share your content online on your posts and pages.

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

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

Generate New Leads & Enquiries With WordPress

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

Providing A Newsletter

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

  • Sends targeted traffic
  • Keeps readers from forgetting about you
  • Provides useful information and advice
  • Provides you with a highly targeted marketing channel
  • Allows you to offer special services or products to a select audience
  • Provides regular opportunities for improving interaction
  • Provides other ways for subscribers to share your content

A proven strategy for attracting subscribers is to provide users with content of high value and offer them a free gift in exchange for their details. This can be a guide, tips for handling tax, access to financial calculators, discount coupons, access to courses, contests, etc.

Contact Forms

Contact forms make it easy and simple for prospective clients to contact you. A contact form also lets visitors report concerns, ask questions to specific departments, ask for quotes, and more.

Contact forms provide a number of benefits and advantages, like:

  • Reduces spam
  • Set up automated responses
  • Gives you control over what is sent to you
  • You can keep your email address private
  • Contact forms can be added to any page or post
  • Improves the professional look of your website
  • More convenient for site visitors

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

Contact Form 7

Contact Form 7 Plugin For WordPress

(Contact Form 7)

This free contact form plugin lets you add and manage multiple contact forms into any page on your site, customize your forms and the email contents, add fields, and more.

Contact Form 7 also supports international languages, Ajax-powered submitting, CAPTCHA, spam filtering and so on.

Another option you may want to consider is adding sections to your contact form so prospective clients can choose the aspect of your business they are contacting you about. This ensures that visitors get the comment to the right person.

Adding Maps

Adding maps to your website helps your visitors and customers find you.

A map is a very useful tool for several reasons:

  • A map helps to increase local SEO
  • Visitors can find you more easily and helps customers can plan their trips better
  • Shows location of events

Adding maps to your site helps your visitors and customers find you

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

Popular Google Maps plugins for WordPress include:

Improving SEO, Improve User Engagement And Drive More Visitors Using Plugins

Accounting Plugins For WordPress

WordPress lets you add a number of plugins to your accounting site that will immediately make available a range of practical tools for site visitors. Here are some of these:

Calculator Pro Calculators

Calculator Pro Calculators WP Plugin

(Calculator Pro Calculators Plugin)

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

Most of them aren’t focused on accounting, but there are quite a few for:

  • 401k
  • Payments
  • CD
  • Equity
  • And more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes)

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

Show Stock Quotes Plugin

(Show Stock Quotes Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker)

This free plugin lets you place custom stock tickers on any sidebar, post or page using shortcodes.

Custom Stock ticker offers loads of customizable ticker. Choose from built-in themes or customize it yourself to match the look and feel of your website. You can also add custom stocks to individual categories.

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

For more details, go here}:

Finance Calculator

Finance Calculator WordPress Plugin

(Finance Calculator – WordPress Plugin)

This free calculator allows your site visitors to calculate indicative repayments online. It’s great for calculating car loans, property, or other large loans.

Finance Calculator Plugin

(Finance Calculator Plugin For WordPress – Loan Calculators)

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

It will display payment protection, calculate 12 to 60 months loans and create forms that can be placed in any page or post.

For more details, go here}:




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. WP-Invoice can be expanded through both free and premium add-ons, like business location, electronic signature, PDF creation, quoting, single-page checkout forms, and more.

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

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

(All In One Business Management Application WordPress Plugin)

This complete business management system includes accounting management, invoicing, order management, help desk with ticketing system, client relationship management and many additional features.

All In One Business Management Application

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

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

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software Plugin

(iBilling – Accounting and Billing Software WP Plugin)

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

iBilling - Accounting and Billing Software - Invoice

(iBilling – Accounting and Billing Software Plugin – Client Invoicing)

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

For more details, go here}:

Accounting WordPress Themes

To get the best features and professional look for your website, we recommend choosing a theme specifically suited for accounting. Here is a list of some of the best accounting themes available. These themes allow you to own a professional-looking accounting website within minutes and save hundreds to thousands of dollars on the cost of website design.

Accounting Pro

Accounting Pro WordPress Theme

(Accounting Pro WordPress Theme)

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

You can easily expand Accounting Pro with premium add-ons.

To learn more about this theme, visit this website:


Accountancy - WordPress Theme

(Accountancy Theme For WordPress)

This inexpensive theme comes in a variety of styles and layouts to help give your accounting site a professional look and feel.

This responsive (mobile-friendly) theme includes a custom slider, a featured testimonial, it’s lightweight, search engine optimized, and fast loading. Accountancy provides the flexibility you need without bloating your theme with features you don’t need. The cost of purchasing includes free updates and 1 year of support.

More info:


Accounting Theme For WordPress

(Accounting – WordPress Theme)

Accounting includes a drag-and-drop builder that allows you to design your site any way you want. The theme also has unlimited sidebars and custom widgets, four different types of headers, a custom admin panel, different color schemes, a custom slider, three different blog types, and is mobile-friendly. Accountancy is a clean-looking, modern and fast-to-load theme.

More information:


Kathryn WordPress Theme

(Kathryn – WordPress Theme)

This premium theme for WordPress was built specifically for accounting businesses. It has multiple layouts, slider, multiple sidebars, flexible rotator, many colors, is easy to use, inexpensive, search optimized, and is fully responsive (mobile-friendly). Although it could easily suit any profession you want it to, 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.

To learn more about using this theme, go here:

Accounting WordPress Theme

Accounting WordPress Theme - WP Theme

(Accounting WordPress Theme)

This premium theme was designed with the idea of professionalism within the accounting industry. It features authoritative colors and elements designed specifically to give your accounting website a professional look without looking dull. It’s a turn-key installation but you can still modify it if you want. It’s responsive (mobile-friendly) 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 - WordPress Theme

(WP Advocate – WordPress Theme)

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

More information:


Divi Theme

(Divi Theme For WordPress)

This premium WordPress theme is the most flexible theme in Elegant Themes‘ entire theme collection. You can create any kind of professional site you want 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 elements into visual building blocks, allowing you to understand and easily edit the structure of their web pages without touching a single line of code.

Divi Theme For WordPress - Page Builder

(Divi WP Theme – Flexible Page Builder)

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

To learn more about this theme, go here:

The Corporation

The Corporation

(The Corporation – WordPress Theme)

This theme was specifically built to create good-looking corporate sites.

This theme has a sleek page-based home page design with a eye-catching slider. It also has a blog design and features that toggle on and off. It comes with six  color schemes. It also comes with 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 over 80 sleek business themes.

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



(Adviser – WordPress Theme)

This one was designed specifically to help finance professionals build trust online with a clean business design. It’s ideal for businesses that provide services like investments or tax help. The Adviser theme includes a recruitment page with hiring announcements and where to send applications. It also includes a lease calculator. It includes widgets and multiple shortcodes, and includes the drag-and-drop visual composer.

More info:

Tax Help

Tax Help WP Theme

(Tax Help – WordPress Theme)

This premium theme was built for financial organizations, tax and financial advisors, and those offering tax assistance. This theme is designed to showcase your services professionally and help build your business reputation. It has different blog styles, uses a 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 For WordPress

(Finance Business Theme For WordPress)

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

More info:


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, you have found this guide on ways of improving your accounting or financial services website with WordPress plugins and themes useful.

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