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 An Accounting Website - Best WordPress Themes And Plugins For AccountantsIn Part One of this guide on ways to build your accounting business web presence, we covered the following topics:

  • Online Challenges For Accounting Businesses
  • Online Opportunities For Professional Accountants
  • Improving Your Website Pages
  • Ways To Improve The Content On Your Site

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

  • Improve Web Traffic Using WordPress
  • Ways To Generate More Leads & Enquiries
  • WordPress Plugins That Can Help Improve SEO, Create Better User Engagement And Increase Traffic Generation


To learn more about WordPress plugins and themes, go here:

Tips For Improving Traffic

Web traffic is an integral part of your online business growth. In this section, we explore ways to improve your accounting or financial services business online using WordPress plugins and themes.

Optimizing Your Website For Search Engines (SEO)

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

  • URLs – configure the permalinks to create search engine-optimized URLS for your articles and posts.
  • Tags – WordPress lets you select the keywords that you want your posts to be indexed by in the search engines.
  • Post Categories – Create search engine-friendly categories for keeping your content organized and easy to find.
  • Post Excerpts – Create an excerpt that visitors will see in the search engine results.
  • Images – title your images with keywords for improved search engine results.
  • Internal Content Linking – WordPress provides a built-in feature that allows you to easily link internal content
  • Pinging – Set up your site to automatically notify other search directories as soon as a new post is published on your site.

WordPress Plugins That Can Help To Improve Search Engine Optimization (SEO), Increase User Engagement And Generate More Visitors To Your Website

In addition to the built-in features of WordPress, there are a number of plugins for WordPress that improve your accounting or financial services website’s SEO, increase engagement and drive more web traffic to your business.

Here are some plugins you can use to improve your site’s search engine optimization:

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

(A plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) can improve your site’s search engine optimization)

Other things you can do to improve your accounting website’s SEO, increase engagement and drive more web traffic to your website are to add a forum, newsletters, commenting, and social features. Here are a few WordPress plugins that can help:

  • BuddyPress – This free plugin can be used to run your own social network on WordPress.
  • bbPress – This free WordPress plugin helps you run a forum on your site.
  • E-Newsletter – This plugin lets you send professional email newsletters, track results and manage subscribers from your WP site.
  • Disqus – Power discussions and increases user engagement on your site.
  • Monarch – This plugin lets you add social buttons and features that allow visitors to share your content online on your site.

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

(You can add social features to your site easily using free or inexpensive WordPress plugins)

Generating New Leads & Enquiries With WordPress

This section will show you how to improve sales and generate more leads and enquiries for your accounting or financial services business.

Provide An Email Newsletter

Providing a newsletter is a great way to build a list of subscribers. It provides a number of benefits and advantages, like:

  • Drives targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides updates that can save businesses time and money
  • Provides you with a highly targeted marketing channel
  • It’s a way to offer special services or products to a select audience
  • Provides regular opportunities for user engagement
  • Provides you with additional ways for your content to be shared around with others

A proven way to attract subscribers is to provide high value information and give users free gifts in exchange for their details. This could be an exclusive guide, checklists for handling tax, access to financial calculators, coupons, access to subscriber-only content, contests, etc.

Contact Forms

Contact forms make it easy and simple for prospective clients to get in touch with you. Users can report issues, ask questions to specific departments, ask for a quote, give suggestions for new services or products and more.

Contact forms provide several benefits and advantages including:

  • Reducing spam
  • Automated response
  • Giving you control over what gets sent to you
  • You can keep your email address private
  • They can be added to any page or post
  • Improves the professional look of your site
  • Convenient for site visitors

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

Contact Form 7

Contact Form 7 WordPress Plugin

(Contact Form 7 Plugin)

This plugin is easy to install and configure and lets you insert and manage multiple contact forms to your pages and posts, customize your forms and the email contents, add fields, and more.

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

Another option to consider is to segment your contact form so visitors can choose which aspect of your business they are contacting you about. This helps you get the comment to the right person.

Map Integration

Adding a map to your site helps your visitors and clients find you.

Maps are a very useful tool for several reasons:

  • They improve local SEO
  • Helps visitors find you easily
  • Show location of events

Adding maps to your website helps your visitors and clients find you

(Maps help your visitors and customers find you)

Here are some popular plugins that let you embed, customize and display Google maps on your website:

Improving SEO, Increase User Engagement And Generate More Web Traffic With Plugins

Accounting – WordPress Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators

(Calculator Pro Calculators WP Plugin)

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

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

  • 401k
  • Rate of return
  • CD
  • Credit
  • And more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes WordPress Plugin

(Show Stock Quotes Plugin)

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

Show Stock Quotes WordPress 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 Plugin)

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

Custom Stock ticker comes with loads of customizable features. You can choose to use built-in themes or customize it yourself to match your website. You can also create custom stocks for specific categories.

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

For more details, go here}:

Finance Calculator

Finance Calculator WordPress Plugin

(Finance Calculator Plugin)

This free calculator allows your site visitors to calculate indicative repayments online. This is a useful tool for calculating automotive loans, real estate loans, or any other large loan.

Finance Calculator

(Finance Calculator Plugin – Loan Calculator)

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

It will show 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 Plugin For WordPress

(WP-Invoice – WordPress Plugin)

WP-Invoice lets you send itemized invoices to clients.

This plugin lets you integrate billing into WordPress. You can send clients itemized invoices, set up recurring billing and expand functionality with free and premium add-ons that let you manage locations, accept electronic signatures from clients, create PDF invoices, create quotes, create checkout forms, and more.

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

Plugin features include adding custom payments and charges, inserting 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, displaying reports (collected vs uncollected invoices, ten 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 – WordPress Plugin)

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

All In One Business Management Application - WordPress Plugin

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

The plugin supports different 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 For WordPress)

This is a scalable business software that lets you manage and communicate with customers, tracks your company’s net worth and cash flow, and lots more.

iBilling - Accounting and Billing Software - Invoice

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

iBilling Accounting and Billing Software integrates with several payment gateways.

For more details, go here}:

Accounting And Financial Services – 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 look at 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 web design.

Accounting Pro

Accounting Pro

(Accounting Pro)

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

Accounting Pro can be expanded using premium add-ons.

More info:


Accountancy WP Theme

(Accountancy Theme For WordPress)

This one comes in a variety of built-in styles and layouts to make your accounting website look and feel professional.

This fully responsive theme includes a custom slider, a featured testimonial, it’s lightweight, search engine optimized, and loads fast. Accountancy provides the features you need without bloating your theme. The price includes free updates and one year of support.

Go here for more information:


Accounting Theme

(Accounting Theme)

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

For more information about using this theme, go here:


Kathryn Theme For WordPress

(Kathryn Theme)

Kathryn is a premium child theme for the Genesis Framework that’s designed specifically for accounting businesses. It has multiple layouts, slider, multiple sidebars, a variety of colors, is easy to use, search engine optimized, and is mobile-friendly. Although it can easily fit any profession, it builds a great looking accounting theme. It includes a license for the Soliloquy responsive slider plugin and is a separate purchase from the Genesis Framework.

More information:

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme – WordPress Theme)

This premium WordPress theme was developed with the idea of professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., is designed specifically to help give your accounting site a professional look without 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 form section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

Go here to learn more this theme:

WP Advocate

WP Advocate Theme

(WP Advocate – WordPress Theme)

WP Advocate is a corporate theme built 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 adding staff profiles and can also integrate with BeSpoke profile templates. WP Advocate is a clean-looking and fast-loading theme.

Go here for more information about this WordPress theme:


Divi Theme For WordPress

(Divi WP Theme)

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

Divi’s page builder transforms web elements into visual building blocks, allowing anyone to understand and edit the structure of their pages without touching a single line of code.

Divi - 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 modules such as bar counter, call to action, contact form, countdown timer, filterable portfolio, number counter, person, sidebar, social media follow, video slider, fullwidth image, fullwidth map, fullwidth post title, and more.. It is responsive and fully customizable. Elegant Theme prices start at $69 per year and includes full access to over 80 themes.

For more details, go here:

The Corporation

The Corporation Theme

(The Corporation)

The Corporation WordPress Theme from Elegant Themes was designed specifically to make corporate sites look great.

The Corporation has a page-based home page design with a eye-catching slider, blog design, six unique different color schemes, multiple page templates which 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 beautifully-designed themes.

More info:


Adviser Theme For WordPress

(Adviser WordPress Theme)

This premium theme was designed specifically to help finance industry professionals build trust online with a clean business design. It’s ideal for those that provide services like investments or tax advice. It 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 details:

Tax Help

Tax Help

(Tax Help Theme For WordPress)

This one was developed specifically for financial organizations, tax and financial advisors, and firms offering tax services. The theme is designed to showcase your services in a professional way to help grow your business reputation. It provides different blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

Go here to learn more this theme:

Finance Business

Finance Business WP Theme

(Finance Business Theme For WordPress)

Finance Business WordPress Theme was built specifically for firms that provide any type of financial service such as tax help, consulting, corporate, finance, insurance, loans, accounting, and more. Finance Business 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 a custom drag-and-drop composer, 2 premium sliders, page options, color management features, 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, this article has helped you learn ways of improving SEO, improve user engagement and drive more visitors to your site with plugins & themes.

How To Build An Accounting Website - Best WordPress Plugins And Themes For Accounting Firms


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