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 Improve Results In Your Accounting Business Online Using WordPress Plugins And ThemesIn Part One of this article on ways to build your accounting business presence online, we provided in-depth information on the following topics:

  • Online Challenges For Accountants
  • Online Opportunities For Professional Accountants
  • How To Improve Your Web Pages
  • Ways To Improve Your Web Content

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

  • Ways To Improve Traffic With WordPress
  • Ways To Generate More Leads & Enquiries
  • WordPress Plugins And Themes For Improving Search Engine Optimization, Increasing User Engagement And Web Traffic Generation


For more information about WordPress plugins and themes, go here:

Improve Web Traffic

Web traffic is vital to your online business growth. In this section, you will learn WordPress plugins & themes that can help improve SEO, improve user engagement and increase web traffic to your accounting website generation.

Optimize Your Site For Search Engines Using WordPress

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

  • SEO-Friendly – Set the permalinks to use the title of the post.
  • Post Tags – Specify the keywords that you want your article pages (posts) to be indexed for in the search engines.
  • Categories – Add SEO-friendly categories for keeping your content organized and easy to find.
  • Post Excerpts – Create descriptions for your posts that visitors will see in the search engine results.
  • Images – title your images with keywords for improved search results.
  • Internal Linking – WordPress has a built-in feature that allows you to easily link internal content
  • Post Notification – WordPress can be configured to automatically notify (ping) other sites and directories whenever a new post is published on your site.

How To Improve Search Engine Optimization (SEO), Increase User Engagement And Increase Traffic To Your Business Generation Using Plugins

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

For example, here are some plugins you can use to improve your site’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 SEO)

Other things you can do to improve SEO, increase user engagement and drive more traffic to your website are to add a forum, newsletters, comments, and social features. Here are some plugins that can help:

  • BuddyPress – BuddyPress lets you set up your own social network on your WordPress site.
  • bbPress – Run a community forum on WordPress.
  • E-Newsletter – Send professional email newsletters, track results and manage subscribers from your WordPress dashboard, without requiring 3rd-party subscriptions.
  • Disqus – Power discussions and increases user engagement on your website or blog.
  • Social Media Feather – Easily add powerful social sharing features and buttons to your pages and posts.

You can easily add social sharing buttons to your site with WordPress plugins

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

Ways To Generate New Leads & Enquiries With WordPress-Based Applications

In this section we’ll show you ways to improve your sales and generate more leads and enquiries for your accounting or financial services business.

Adding An Email Newsletter

Providing a newsletter is an excellent way to build a list of subscribers. Adding newsletters] provides several benefits including:

  • Sends targeted traffic to your site
  • Keeps readers from forgetting about you
  • Provides updates that could save businesses time and money
  • Provides a targeted marketing channel
  • Allows you to provide special services or products to a select audience
  • Increases interaction
  • Provides you with other ways for your content to be shared with others

One of the best ways to get visitors to subscribe is to provide high value content and give users a free gift in exchange for their personal details. This can be an exclusive guide, checklists for handling finances, access to tax calculators, coupons, membership access to courses, contests, etc.

Add Contact Forms

A contact form makes it easy and simple for prospective customers to get in touch. Contact forms also let users provide feedback, contact specific departments, request quotes, give suggestions for new services or products and more.

A contact form provides many benefits and advantages including:

  • Reducing spam
  • Set up automated responses
  • Giving you control over what gets sent to you
  • Allows you to keep your email address private
  • Can be added to any page or post
  • Improves the professional look of your website
  • Convenient for site visitors

A very popular contact form plugin is Contact Form 7.

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7 Plugin)

This plugin allows you to insert and manage multiple contact forms to your website, customize your forms and the mail contents, add fields, and more.

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

Another feature you may want to consider is adding sections to your contact form so users can select the department they want to contact. This will help you to get the comment to the right person.

Provide A Map

Adding maps helps your visitors and clients find you.

A map is a very useful tool for several reasons:

  • A map helps to improve local SEO
  • Helps visitors find you easily
  • Display location of events

Maps help your visitors and clients find you

(Adding maps helps your visitors and clients find you)

Popular Google Maps plugins include:

Improve SEO, Improve User Engagement And Increase Traffic Generation Using Plugins And Themes

Financial Plugins For WordPress

WordPress lets you add a number of plugins to your accounting or financial services website 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 WordPress Plugin

(Calculator Pro Calculators Plugin)

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

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

  • Interest rate
  • Rate of return
  • Tax
  • Debit
  • And lots more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes WP Plugin

(Show Stock Quotes – WordPress Plugin)

This free plugin gives you a widget that displays up to 20 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 - WordPress Plugin

(Custom Stock Ticker – WordPress Plugin)

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

The plugin provides a number of customizable features. You can choose from built-in themes or customize these yourself. It’s easy to customize it so it matches your website. You can also add custom stocks to specific categories.

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

For more details, go here}:

Finance Calculator

Finance Calculator Plugin For WordPress

(Finance Calculator Plugin For WordPress)

This free plugin lets users calculate indicative repayments online. It’s great for automotive loans, real estate loans, or other large loans.

Finance Calculator WP Plugin

(Finance Calculator Plugin For WordPress – Loan Calculators)

The Finance Calculator plugin also contains an application form that sends a notification 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 Plugin For WordPress

(WP-Invoice – WordPress Plugin)

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

WP-Invoice lets you integrate billing into WordPress. You can send clients 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, single-page checkout forms, and more.

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

WP-Invoice lets you add custom payments and charges, create pre-defined line items and discounts, quickly view invoice status and progression, easily filter and find invoices, show invoice receipts and invoice history, create notification email templates, access 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 Plugin For WordPress

(All In One Business Management Application – WordPress Plugin)

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

All In One Business Management Application WordPress Plugin

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

All In One Business Management Application supports international languages, is fully customizable and provides additional tools such as document management, notice board, and more.

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software - WordPress Plugin

(iBilling – Accounting and Billing Software Plugin For WordPress)

This 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 - Invoicing

(iBilling – Accounting and Billing Software – Invoice)

iBilling Accounting and Billing Software integrates with several online payment gateways.

For more details, go here}:

Accounting And Financial Services – WordPress Themes

To get the best features and professional look for your website, it’s best to choose a theme specifically suited for accounting. Here is a look at some of the best accountancy themes available. With the themes listed below you can 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 WordPress Theme

(Accounting Pro – WordPress Theme)

This 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 menu features, a content composer (gives you an improved WordPress editor), a sidebar manager, performs auto resizing for images, and lots more.

Accounting Pro can be expanded using premium add-ons.

Go here for more information:


Accountancy Theme

(Accountancy Theme For WordPress)

This inexpensive theme has a variety of styles and layouts to help make your accounting website look and feel professional.

It includes a custom slider, a featured testimonial, and more. It’s lightweight, search optimized, loads fast, and is responsive. Accountancy provides what you need without bloating your theme. Free updates and one year of support is included with the cost of purchasing.

For more information, go here:


Accounting Theme

(Accounting Theme)

This one includes a drag-and-drop builder so you can design your website any way you want. It also provides 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 responsive. It is a clean-looking, modern and fast loading theme.

To learn more about this theme, go here:


Kathryn WordPress Theme

(Kathryn WP Theme)

This premium theme for WordPress was designed specifically for accounting businesses. It has multiple layouts, slider, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, many color choices, is easy to use, SEO friendly, and is fully responsive (mobile-friendly). Although this theme could easily suit 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.

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

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme)

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

Go here for more details:

WP Advocate

WP Advocate Theme For WordPress

(WP Advocate WP Theme)

WP Advocate is a corporate theme built for professional service providers such as accountants and attorneys. You can use the theme’s bundled images or upload your own. It also includes a custom post type adding staff profiles and can also integrate with BeSpoke profile templates. It’s a clean and fast-loading theme.

More info:




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

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

Divi WordPress Theme - Page Builder

(Divi Theme For WordPress – Flexible Page Builder)

Divi comes with 40 content modules that you can drag and drop anywhere you want. This includes accordion, blog, circle counter, email optin, gallery, number counter, portfolio, shop, tabs, video slider, fullwidth code, fullwidth portfolio, fullwidth post title, and more.. It is fully responsive and completely customizable. Theme prices start at $69 per year and includes full access to 80+ sleek business themes.

Go here to learn more about using this WordPress theme:

The Corporation

The Corporation - WordPress Theme

(The Corporation – WordPress Theme)

This premium theme for WordPress was specifically designed to create good-looking corporate websites.

It has a sleek and professional page-based home page design with a prominent, flashy slider. It also has a blog design and features that toggle on and off. It comes with 6  color schemes. It also has multiple page templates which include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Themes start at $69 per year and includes access to all professional themes.

Go here for more info:




This premium theme was specifically designed to help finance professionals build trust online with a clean business design. It’s perfect for businesses that provide services such as investment advice or tax advice. It includes a recruitment page with hiring announcements and where to send applications, lease calculator, widgets and multiple shortcodes, and a drag-and-drop visual composer..

More info:

Tax Help

Tax Help - WordPress Theme

(Tax Help WordPress Theme)

This one was specifically designed for financial companies, tax and financial advisors, and those that offer tax services. It’s designed to show your services in a professional way to help build your professional reputation. It has different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

More info:

Finance Business

Finance Business

(Finance Business Theme)

This theme was built for firms that provide any type of financial service including tax help, consulting, finance, corporate, insurance, loans, accounting, and more. It includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that let you add charts and financial content. It also includes the custom drag-and-drop composer, 2 premium sliders, page settings, color management features, animations, and lots more.

Visit this site to learn more this theme:


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 guide has helped you learn how to improve search engine optimization, increase user engagement and drive more traffic with plugins.

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.