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 To Grow An Accounting Business OnlineIn Part 1 of this guide on ways to improve your accounting business online, we covered the following areas:

  • Online Challenges For Accounting & Financial Businesses
  • Opportunities For Accountants In The Web Economy
  • Your Website Pages
  • Tips For Improving Your Content

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

  • Improving Traffic Using WordPress
  • Generate Leads & Enquiries
  • WordPress Plugins And Themes That Can Help To Improve SEO, Increase User Engagement And Increase Web Traffic Generation


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

Tips For Improving Traffic

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

Optimize Your Site For SEO Using WordPress

There are so many ways WordPress can help to optimize your accounting website for search engines:

  • Search Engine-Friendly URLs – configure the permalinks to create search engine-optimized web addresses for your article pages (called posts).
  • Post Tags – Specify the keywords that you want search engines to index your article pages for.
  • Categories – Add SEO-friendly categories for keeping your content organized and easy to find.
  • Post Excerpts – WordPress lets you compose descriptions for your posts that will show to search engine users.
  • Images – add search-optimized titles to your content images for improved search results.
  • Internal Content Linking – WordPress provides a built-in feature that allows you to easily link your content to other posts
  • Pinging – Set up your WordPress site to automatically notify (ping) other sites and directories immediately upon publishing new content on your site.

WordPress Plugins For Improving Search Engine Optimization, Increasing User Engagement And Generating More Web Traffic

In addition to the built-in features of WordPress, there are many plugins for WordPress that improve SEO, increase engagement and drive more visitors to your business.

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

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

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

Other WordPress plugins you can add to improve SEO, increase user engagement and drive more visitors to your site are to add a forum, newsletters, comments, and social sharing. Here are a few more WordPress plugins that can help:

  • BuddyPress – BuddyPress allows you to set up and run a social networking community on WordPress.
  • bbPress – This free plugin can be used to set up a discussion forum on your WordPress site.
  • E-Newsletter – E-Newsletter allows you to send email newsletters, track results and manage subscribers from your WP dashboard.
  • Disqus – This WordPress plugin lets you power discussions and increases engagement on your website or blog.
  • Social Media Feather – Easily add social buttons and features that allow visitors to share your content online to your posts and pages.

You can add social features to your website easily using free or inexpensive WordPress plugins

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

Generating New Leads & Enquiries With WordPress

This section looks at how to improve sales and generate more leads and enquiries.

Provide An Email Newsletter

Providing a newsletter is a great way to build a subscriber list. Adding newsletters] provides several benefits including:

  • Sends targeted traffic
  • Keeps readers from forgetting about you
  • Provides useful updates
  • Provides you with a highly targeted marketing channel
  • Allows you to provide special products or services to a select audience
  • Provides new opportunities for increasing user interaction
  • Provides additional ways for your content to be shared online with others

A proven strategy for attracting subscribers to your email newsletter is to provide users with content of high value and offer them free gifts or bonus items in exchange for their personal details. This could be a time-saving guide, tips for handling finances, access to tax calculators, discount coupons, access to videos, contests, etc.

Provide Contact Forms

A contact form makes it easy and simple for prospective customers to get in touch. Visitors can raise problems, contact specific departments, ask for a quote, send suggestions for improvements and more.

A contact form provides a number of benefits including:

  • Reducing spam
  • Set up automated responses
  • Giving you control over what gets sent to you
  • You can keep your email address private
  • Can be added to any page or post
  • Looks professional
  • Convenient for site visitors

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

Contact Form 7

Contact Form 7

(Contact Form 7 WordPress Plugin)

Contact Form 7 is easy to install and configure and lets you insert and manage multiple contact forms into any page or post, customize the forms and the email contents, add fields, and more.

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

Something else to consider is adding sections to your contact form so prospects can select which topic they want to discuss. This ensures that visitors’ requests reach the right person.

Provide A Map

Adding a map helps your visitors and clients find you.

Maps are useful tools for several reasons:

  • They help to increase local SEO
  • Helps visitors find your office easily
  • Display location of events

Maps help your visitors and clients find you

(Maps help your visitors and customers find you)

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

How To Improve SEO, Improve User Engagement And Drive More Web Traffic Using WordPress Plugins

WordPress Accounting Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators

(Calculator Pro Calculators WP Plugin)

This is a free collection of 400+ calculators that you can display on your website. It also supports internationalization

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

  • 401k
  • Payments
  • Leases
  • Credit
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes WP Plugin

(Show Stock Quotes WordPress Plugin)

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

Show Stock Quotes WP Plugin

(Show Stock Quotes – WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin For WordPress

(Custom Stock Ticker – WordPress Plugin)

With this plugin you can add a custom stock ticker to any page, post, or sidebar with shortcodes.

Custom Stock ticker provides a number of customizable features. Choose from built-in themes or customize it yourself. It’s easy to customize it so it matches your website. You can also create custom stocks for individual categories.

Appearance customization features include speed, symbols, colours, etc.

For more details, go here}:

Finance Calculator

Finance Calculator Plugin

(Finance Calculator WordPress Plugin)

This free plugin allows users to calculate indicative repayments. It’s great for car loans, property loans, or other large loans.

Finance Calculator Plugin

(Finance Calculator – Loan Calculators)

Finance Calculator also contains an application form that will send a message to the email address you specify.

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

For more details, go here}:


WP-Invoice WP Plugin

(WP-Invoice Plugin)

WP-Invoice is ideal for WordPress site owners with clients to bill.

This plugin integrates billing into WordPress. You can send out itemized invoices. It even 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, 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 gives you the ability to add custom payments and charges, add pre-defined line items and discounts, view invoice status and progression, filter and find invoices, show invoice receipts and invoice history, create notification email templates, access 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 Plugin)

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

All In One Business Management Application

(All In One Business Management Application Plugin – Invoice)

The plugin supports international 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 WP Plugin

(iBilling – Accounting and Billing Software WordPress Plugin)

iBilling is a scalable business software that lets you manage and communicate with clients, tracks 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 – Invoicing)

iBilling Accounting and Billing Software integrates with several payment gateways.

For more details, go here}:

Financial WordPress Themes

To benefit the most from using WordPress to grow your business online, it’s best to choose a theme specifically for accounting businesses. Below is a list of some of the best WordPress themes available for accounting firms. These themes allow you to have a professional-looking accounting website within minutes.

Accounting Pro

Accounting Pro Theme For WordPress

(Accounting Pro Theme)

This is an inexpensive turn-key theme for accountants and accountancy firms. It’s a responsive theme with a drag-and-drop page-builder, offers several page templates, a custom menu feature, a content composer (which improves on the standard WordPress editor), a sidebar manager, auto-resized images, and a whole lot more.

You can easily expand this theme with premium add-ons.

For more information, go here:


Accountancy Theme

(Accountancy – WordPress Theme)

This premium theme comes with a variety of styles and layouts to give your accounting site a professional look and feel.

This fully responsive (mobile-friendly) theme includes a custom slider, a featured testimonial, it’s lightweight, search optimized, and loads fast. It provides the flexibility you need without bloating your theme with features you don’t need. Your purchase includes free updates and 1 year of support.

More information:


Accounting Theme For WordPress

(Accounting WordPress Theme)

This one includes a drag-and-drop builder that allows you to design your site any way you want. The theme also has unlimited sidebars with custom widgets, four different header types, a custom administration panel, four color schemes, custom slider, 3 blog types, and is mobile-friendly. It looks clean and modern and loads fast.

Go here to learn more this WordPress theme:


Kathryn - WordPress Theme

(Kathryn – WordPress Theme)

This premium WordPress theme was developed for accounting services. Kathryn allows you to use WordPress as a true CMS and offers multiple layouts, slider, multiple sidebars, a variety of color options, is easy to use, search engine optimized, and is fully responsive. Although this theme can easily fit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and is a separate purchase from the Genesis Framework.

Go here for more information:

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme – WordPress Theme)

Accounting WordPress Theme was built with the idea of professionalism within the accounting industry. It features an authoritative color scheme and layout elements designed specifically to give your accounting 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 accounting services, contact form section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

More info:

WP Advocate

WP Advocate

(WP Advocate – WordPress Theme)

This is a corporate theme built specifically for professional service providers such as accountants and attorneys. 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. WP Advocate is clean-looking and fast-loading.

For more information, go here:


Divi - WordPress Theme

(Divi WP Theme)

This theme is the most flexible theme in Elegant Themes‘ collection. You can create a professional website using its 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 anyone to understand and change the structure of their web pages without touching code.

Divi Theme For WordPress - Page Builder

(Divi Theme For WordPress – Page Builder)

Divi comes with 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 fully responsive and fully 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 WordPress Theme

(The Corporation Theme)

This premium WordPress theme from Elegant Themes was specifically designed to create good-looking corporate websites.

The Corporation has a sleek page-based home page design with a eye-catching slider. It also has a blog design. It has 6  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 full access to over 80 stunning themes.

For more details, go here:


Adviser Theme

(Adviser Theme)

This one was designed specifically to help finance professionals build trust through clean web design. It’s ideal for those that provide services like investing or tax advice. 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..

Go here for more details:

Tax Help

Tax Help Theme

(Tax Help WP Theme)

This premium theme for WordPress was developed for financial organizations, tax and finance advisors, and those that offer tax assistance. This theme is designed to showcase your services professionally and help grow your business reputation. It provides a range of blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

Go here for more information:

Finance Business

Finance Business WordPress Theme

(Finance Business Theme)

This premium theme for WordPress was developed for firms that provide any type of financial service including consulting, tax help, finance, corporate, insurance, loans, accounting, and more. Finance Business includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that includes charts and financial content. It also includes a custom drag-and-drop composer, 2 premium sliders, page options, color management, animated elements, and lots more.

For more details, go here:


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 comprehensive guide on how to improve SEO, improve user engagement and drive more traffic using plugins helpful.

Best WordPress Themes And Plugins To Grow Your Accounting Business Online

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"If you're new to WordPress, this can stand on its own as a training course and will stay with you as you progress from beginner to advanced and even guru status." - Bruce (Columbus, Ohio)


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