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 With WordPress That Will Attract And Convert New ClientsIn Part One of this step-by-step article on ways to build your accounting business presence online, we provided in-depth information on the following topics:

  • Challenges Professional Accountants Face Online
  • Online Opportunities For Accountants
  • Essential Website Pages
  • Tips On How To Improve Your Web Content

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

  • Ways To Improve Web Traffic
  • Generate More Leads & Enquiries
  • WordPress Plugins And Themes That Can Improve SEO, Improve User Engagement And Drive More Traffic

Useful Info

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

Online Business Tips For Accountants – WordPress Plugins And Themes That Can Help To Improve Search Engine Optimization, Increase User Engagement And Increase Web Traffic Generation

Your web traffic is a vital part of your online business growth. This section will help you improve your web traffic using WordPress.

Optimizing Your Website For Search Engines Using WordPress

There are lots of ways WordPress can help to optimize your accounting website for search engines:

  • Search Engine-Friendly URLs – Set the permalinks to create search engine-optimized URLS for your article pages (called posts).
  • Tags – WordPress lets you choose the keywords that you want your article pages (posts) to be indexed for in the search engines.
  • Post Categories – Add categories for archiving and organizing your content.
  • Post Excerpts – WordPress lets you compose the description for your posts that visitors will see in the search engine results.
  • Images – title images with keywords for better search engine results.
  • Internal Content Linking – WordPress has a built-in feature that lets you easily link internal content
  • Pinging – Configure your site to automatically notify other search directories immediately upon publishing a new post on your site.

Improving Search Engine Optimization, Increase User Engagement And Generate More Web Traffic Using WordPress Plugins

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

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

Use a plugin like Yoast SEO (previously called WordPress SEO by Yoast) to improve your SEO

(Use a plugin like Yoast SEO (formerly known as WordPress SEO by Yoast) to improve your SEO)

Other WordPress tools you can add to improve your accounting or financial services website’s SEO, increase user engagement and drive more traffic to your business are to add a forum, newsletters, commenting, and social features. Here are a few more plugins that can help:

  • BuddyPress – This plugin lets you set up a social network on your site, with member profiles, messaging, user groups, activity streams, and more.
  • bbPress – Set up your own online discussion forum on WordPress.
  • E-Newsletter – Send email newsletters, track results and manage subscribers from your WP dashboard.
  • Disqus – Disqus lets you power discussions and helps to increase user engagement on your site.
  • Floating Social – Use this WordPress plugin to add powerful social sharing features to your website.

WordPress users can easily add social sharing to their website with free or inexpensive WordPress plugins

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

How To Generate Leads & Enquiries

In this section we show you how to improve sales and generate leads and enquiries.

Add A Newsletter

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

  • Sends 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 targeted marketing channel
  • It’s a way to provide special products or services to a select audience
  • Increases user interaction
  • Provides you with additional opportunities for your content to be shared with new potential clients

A proven strategy for attracting subscribers is to provide high value information and give users a free gift in exchange for their details. This can be a special report, checklists for handling tax, access to tax calculators, coupons, membership access to courses, contests, etc.

Add A Contact Form

A contact form makes it easy and simple for readers to get in touch. Contact forms also allow readers to report issues, ask questions to specific departments, request quotes, give suggestions and more.

Contact forms provide a number of benefits and advantages including:

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

A popular contact form plugin is Contact Form 7.

Contact Form 7

Contact Form 7 Plugin For WordPress

(Contact Form 7 WordPress Plugin)

This free contact form plugin is easy to install and set up and allows you to add and manage multiple contact forms on your posts and pages, customize your form and the email contents, add fields, and more.

The plugin supports international languages, Ajax-powered submissions, CAPTCHA, Akismet spam filtering and so on.

Something else to consider is to segment your contact form so prospective clients can choose which topic they are contacting your company about. This helps you get the comment to the right person.


Adding a map helps your visitors and clients find you.

Maps are a very useful tool for several reasons:

  • A map increases local SEO
  • Visitors can easily find you
  • Show location of events

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

(Adding maps helps your visitors and customers find you)

Here are just some of the more plugins that let you embed, customize and display maps on your website:

WordPress Plugins That Can Help To Improve SEO, Increase User Engagement And Increase Web Traffic Generation

Accounting – WordPress Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators WordPress Plugin)

This plugin provides a free collection of over 400 calculators that you can provide to users on your website and embed into your pages, posts, or sidebars using shortcodes. Internationalization is supported.

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

  • Mortgage
  • Rate of return
  • CD
  • Credit
  • And many more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes Plugin For WordPress)

This plugin gives you a widget that shows up to 20 different stock quotes per portfolio. You can display as many widgets as you like.

Show Stock Quotes

(Show Stock Quotes WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker Plugin)

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

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

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

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator – WordPress Plugin)

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

Finance Calculator WordPress Plugin

(Finance Calculator WP Plugin – Loan Calculators)

The Finance Calculator plugin also contains an application form that sends a notification 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 lets you send itemized invoices to clients.

This plugin integrates billing into WordPress. You can send itemized invoices, set up recurring billing and expand plugin functionality with free and premium add-ons that let you manage business, accept electronic signatures from clients, create PDF invoice versions, provide 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 payment processors like PayPal,, Stripe, 2Checkout, PayPal Payments Pro, and 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, displaying reports (collected vs uncollected invoices, 10 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, help desk with knowledgebase and ticket management system, CRM and lots more.

All In One Business Management Application WordPress Plugin

(All In One Business Management Application – Invoicing)

All In One Business Management Application supports multiple languages, is fully customizable and provides additional 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

(iBilling – Accounting and Billing Software WP Plugin)

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

iBilling - Accounting and Billing Software WP Plugin - Invoicing

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

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 most benefit out of growing your business online with WordPress, it’s best to choose a theme specifically for accounting. Below is a list of some of the best accounting themes available. These themes allow you to have 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 premium theme is a turn-key theme developed for accountants and accountancy firms. It’s responsive, has a drag-and-drop page-builder, has 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.

Accounting Pro can be expanded through premium add-ons.

Go here for more info:


Accountancy WP Theme

(Accountancy WP Theme)

This premium WordPress theme offers a variety of styles and layouts to help make your accounting site look and feel professional.

This responsive theme includes a custom slider, a featured testimonial, it’s lightweight, search engine friendly, and loads fast. Accountancy Theme provides the features you need without bloating your theme. Free updates and one year of support is included in the cost of purchasing.

To learn more about this theme, go here:


Accounting Theme For WordPress

(Accounting WordPress Theme)

This premium theme includes a drag-and-drop builder so you can design your website any way you want. It also provides unlimited sidebars with custom widgets, four different types of headers, a custom admin panel, four color schemes, a custom slider, three different blog types, and is fully responsive. It is a clean-looking, modern and fast loading theme.

Go here to learn more this WordPress theme:


Kathryn WP Theme


This one is designed specifically for accountants. It provides multiple layouts, slider, multiple sidebars, widgetized home page, various color choices, is easy to use, SEO friendly, and is mobile-friendly. Although this theme could easily suit any profession you like, it builds a great looking accounting theme. It includes a license for the Soliloquy slider plugin and must be purchased separately from the Genesis Framework.

Visit the theme site to learn more about using this theme:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme)

This premium theme was created with the idea of professionalism within the accounting industry. It features authoritative colors and layout elements specifically designed to help make your accounting website look professional 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 section with consultation requests (downloadable as CSV), testimonials, and a blog.

Go here for more information:

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 includes a custom post type for employee profiles and can also integrate with BeSpoke profile templates. WP Advocate is a clean and fast-loading theme.

For more details about this WordPress theme, visit the theme site:


Divi - WordPress Theme

(Divi – WordPress Theme)

This premium WordPress theme is one of the most flexible themes in Elegant Themes‘ entire collection of WordPress themes. Divi lets you create a professional site using its page builder or beautiful 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 edit the structure of their web pages without editing a single line of code.

Divi WordPress Theme - Page Builder

(Divi – Page Builder)

It 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. Divi is mobile-friendly and completely customizable. Theme prices start at $69 per year and includes full access to over 80 stunning themes.

For more details, go here:

The Corporation

The Corporation Theme For WordPress

(The Corporation WP Theme)

This one from Elegant Themes was specifically designed to make corporate sites look great.

It has a sleek and professional page-based home page design with a eye-catching slider. It also has a blog design and features that toggle on and off. It has 6 unique  color schemes. It also has multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Prices start at $69 per year and includes full access to over 80 beautifully-designed themes.

Go here for more information:


Adviser Theme For WordPress


This premium WordPress theme was designed specifically to help finance professionals build trust online through clean design. It’s ideal for those that provide services such as investment advice or tax help. Adviser 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

(Tax Help WordPress Theme)

This theme was specifically built for financial organizations, tax and financial advisors, and those that provide tax services. The theme is designed to showcase your services professionally and help grow your professional reputation. It has a range of blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

Visit this site to learn more this WordPress theme:

Finance Business

Finance Business - WordPress Theme

(Finance Business Theme For WordPress)

This premium WordPress theme was built specifically for firms that provide any type of financial service 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 includes charts and financial content, custom drag-and-drop composer, 2 premium sliders, page settings, color management, animated elements, and a lot more.

Go here for more details:


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

We hope that you have found this comprehensive guide on WordPress plugins that improve SEO, improve user engagement and increase traffic generation helpful.

How To Build An Accounting Website With WordPress That Will Attract And Convert New Clients


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