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 With WordPressIn Part One of this comprehensive guide on ways to build your accounting web presence, we provided in-depth tips and suggestions on the following topics:

  • Online Challenges For Accounting & Financial Businesses
  • Online Opportunities For Accounting Services
  • Improve Your Website Pages
  • Ways To Improve Your Web Content

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

  • Improve Traffic
  • Tips For Generating New Leads & Enquiries
  • Improve Search Engine Optimization, Improve User Engagement And Generate More Visitors With WordPress Plugins & Themes

Important Info

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

How To Improve Traffic

Web traffic is an important part of your online business growth. This section discusses WordPress plugins that can improve SEO, improve user engagement and increase web traffic generation.

Optimizing Your Website For Search Engines (SEO) With WordPress

There are loads of ways WordPress can help to improve SEO:

  • Search Engine-Friendly URLs – Set the permalinks to create search engine-optimized URLS for your articles and posts.
  • Tags – WordPress lets you choose the keywords that you want search engines to index your posts for.
  • Categories – Add search engine-friendly categories for keeping your content organized and easy to find.
  • Excerpts – Create descriptions for your posts that search engines will display in their search results.
  • Images – title images with keywords for better search results.
  • Internal Content Linking – WordPress provides a built-in feature that allows you to easily link internal content
  • Post Notification – Configure your site to automatically notify (ping) other search directories the moment a new post is published on your website.

How To Improve Search Engine Optimization (SEO), Improve User Engagement And Increase Web Traffic Generation With WordPress Plugins

In addition to the built-in features of WordPress, the WordPress community makes available dozens of plugins that improve your accounting or financial services website’s SEO, increase engagement and drive more web traffic to your site.

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

Use a plugin like Yoast SEO to improve your site's search engine optimization

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

Other ways to improve SEO, increase user engagement and drive more web traffic to your website are to add a forum, newsletters, commenting, and social sharing features. Here are some fantastic plugins that can help (many of the plugins listed below are also free):

  • BuddyPress – Run a social community on your website.
  • bbPress – This plugin allows you to set up and run a community forum on your site.
  • E-Newsletter – Use this plugin to send professional email newsletters, track results and manage subscribers from your WordPress dashboard, without requiring third-party subscriptions.
  • Disqus – Disqus lets you power discussions and helps to increase engagement on your website or blog.
  • Monarch – Use this WordPress plugin to add social buttons and features that allow visitors to share your content online to your site.

You can add social sharing to your site easily using free or inexpensive plugins

(You can easily add social sharing buttons to your site with free or inexpensive WordPress plugins)

Generate New Leads & Enquiries Using WordPress

Let’s now take a look at ways to improve your sales and generate leads and enquiries.

Provide An Email Newsletter

Adding a newsletter is a great way to build a list of subscribers. Adding newsletters] provides several benefits and advantages including:

  • Drives targeted traffic
  • Keeps readers from forgetting about you
  • Provides useful updates
  • Provides a highly targeted marketing channel
  • Allows you to provide special services or products to a select audience
  • Provides new opportunities for increasing user engagement
  • Provides you with other ways for your content to be shared with new potential clients

A proven strategy for attracting subscribers is to provide high value content and offer users free gifts or bonus items in exchange for their details. This could be a guide, checklists for handling tax, access to tax calculators, coupons, access to subscriber-only content, contests, etc.

Contact Forms

Contact forms provide an easy and simple way for prospective clients to get in touch. Users can send feedback, ask questions to specific departments, ask for a quote, give suggestions for improvements and more.

A contact form provides many benefits and advantages, like:

  • Reduces spam
  • Automated response
  • Giving you control over what is sent to you
  • You can keep your email address private
  • Can be added to any post or page
  • Improves the professional look of your website
  • Convenience for site visitors

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

Contact Form 7

Contact Form 7

(Contact Form 7 Plugin For WordPress)

Contact Form 7 allows you to insert multiple contact forms, customize your forms and the email contents, add fields, and more.

Supports international languages, Ajax-powered submissions, CAPTCHA, spam filtering and so on.

Something else to consider is to segment your contact form so visitors can choose which aspect of your business they are contacting you about. This ensures that visitors’ requests reach the right person.


A map helps your visitors and clients find you.

A map is a useful tool for several reasons:

  • A map helps to increase local SEO
  • Helps visitors find your office easily
  • Show location of events

Adding a map helps your visitors and customers find you

(Adding maps to your site helps your visitors and clients find you)

Some of the most popular Google Maps plugins include:

WordPress Plugins & Themes That Can Help Improve Search Engine Optimization, Improve User Engagement And Generate More Web Traffic

Financial Plugins For WordPress

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

Calculator Pro Calculators

Calculator Pro Calculators

(Calculator Pro Calculators – WordPress Plugin)

This plugin provides a free collection of over 400 calculators that you can provide to users on your website. Internationalization is supported.

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

  • 401k
  • Payments
  • Tax
  • Debit
  • And lots more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes - WordPress Plugin

(Show Stock Quotes Plugin)

This plugin lets you add a widget that shows up to 20 different stock quotes per portfolio. You can display as many portfolios as you want.

Show Stock Quotes WP Plugin

(Show Stock Quotes Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin For WordPress

(Custom Stock Ticker Plugin For WordPress)

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

The plugin provides several customizable ticker. Choose from built-in skins or customize it yourself to match the look and feel of your site. You can also create custom stocks for individual categories.

Appearance customization features include width, height, background color, scroll speed, opacity, number of stocks displayed at one time, font family, text color, font size, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator Plugin)

This free plugin lets your visitors calculate indicative repayments. This is a great financial tool for calculating repayments on car loans, real estate loans, or other large loans.

Finance Calculator - WordPress Plugin

(Finance Calculator Plugin For WordPress – Loan Calculator)

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

Other features of this plugin include displaying payment protection, calculating 12 to 60 months loans and creating forms that can be placed in any page or post.

For more details, go here}:


WP-Invoice Plugin For WordPress

(WP-Invoice – WordPress Plugin)

WP-Invoice lets WordPress blog owners send itemized invoices to their clients.

This plugin integrates 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 locations, accept electronic signatures, create PDF versions of your invoices, create quotes, create 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, 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, see invoice receipts and invoice history, create notification e-mail templates, view 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)

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

All In One Business Management Application - WordPress Plugin

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

The plugin supports multiple languages, is fully customizable and provides powerful tools such as document management, to do app, 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)

iBilling is a scalable business software that lets you manage and communicate with clients, track your company’s net worth and cash flow, send single-click payment reminders and payment confirmations, and lots more.

iBilling - Accounting and Billing Software Plugin For WordPress - Invoicing

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

It integrates with several payment gateways.

For more details, go here}:

Accounting And Financial Services – WordPress Themes

To benefit the most from using WordPress, it’s best to choose a theme specifically for accounting. Here is a look at some of the best WordPress themes available for accounting. With these themes you can have a professional accounting website within minutes.

Accounting Pro

Accounting Pro Theme

(Accounting Pro Theme For WordPress)

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

You can customize Accounting Pro with premium add-ons.

For more information, go here:


Accountancy WordPress Theme

(Accountancy WP Theme)

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

This fully responsive (mobile-friendly) theme includes a custom slider, a featured testimonial, it’s lightweight, SEO friendly, and fast loading. It provides what your business needs without bloating your theme. Free updates and one year of support is included with the price.

Go here to learn more about this WordPress theme:


Accounting - WordPress Theme


This one includes a drag-and-drop builder so you can design your site any way you want. It also provides unlimited sidebars and custom widgets, four different header types, a custom administration panel, four color schemes, a custom slider, three different blog types, and is mobile-friendly. It is a clean-looking, modern and fast-to-load theme.

More info:


Kathryn Theme For WordPress

(Kathryn Theme)

This premium theme was built specifically for accountants. The theme comes with multiple layouts, slider, multiple sidebars, author boxes for single or multiple bloggers, many color options, is easy to use, search optimized, and is responsive. Although it could easily suit any profession you like, it builds a great looking accounting theme. It includes a license for the Soliloquy WordPress responsive slider plugin and is a separate purchase from the Genesis Framework.

More info:

Accounting WordPress Theme

Accounting WordPress Theme - Theme For WordPress

(Accounting WordPress Theme – WordPress Theme)

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

For more details, go here:

WP Advocate

WP Advocate

(WP Advocate)

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

More info:


Divi Theme For WordPress

(Divi – WordPress Theme)

This premium WordPress theme is one of the most flexible themes in Elegant Themes‘ entire collection. You can create any kind of professional website you want using the 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 edit the structure of their pages without editing any code.

Divi Theme For WordPress - Page Builder

(Divi Theme – Flexible Page Builder)

Divi comes with 40 content modules that you can drag and drop anywhere you want. These modules include bar counter, blog, contact form, divider, filterable portfolio, map, post title, shop, testimonial, text, fullwidth image, fullwidth map, fullwidth slider, and more.. Divi is fully responsive and completely customizable. Prices start at $69 per year and includes full access to over 80 professional themes.

Go here for more information:

The Corporation

The Corporation Theme For WordPress

(The Corporation Theme)

This premium WordPress theme was specifically developed to make corporate sites look great.

The Corporation has a page-based home page design with a prominent slider, blog design, six different unique color schemes, 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 all themes.

More information:


Adviser - WordPress Theme


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

Go here to learn more this WordPress theme:

Tax Help

Tax Help Theme

(Tax Help WordPress Theme)

This theme was developed for financial organizations, tax and finance advisors, and those that provide tax services. Tax Help is designed to show your services in a professional way and help grow your professional reputation. It comes with different blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

Go here for more details:

Finance Business

Finance Business

(Finance Business)

This one was built specifically for organizations that provide financial services including consulting, tax help, insurance, finance, corporate, loans, accounting, and more. This theme includes a custom CMSMasters Visual Content Composer plugin. It also has around one hundred shortcodes that let you add charts and financial content. It also includes the custom drag-and-drop composer, 2 premium sliders, page options, color management features, animations, and a lot 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, this article has helped you learn ways to improve your business online using WordPress.

Best WordPress Themes And Plugins For Accountants

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