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.

Building An Accounting Website With WordPress That Attracts And Converts New ClientsIn Part One of this guide on ways to build your accounting business web presence, we covered the following areas:

  • Challenges Accounting Services Face Online
  • Opportunities For The Accounting Profession In The Digital Economy
  • Essential Website Pages
  • Tips On How To Improve Your Content

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

  • Ways To Improve Traffic With WordPress
  • Tips For Generating More Leads & Enquiries
  • WordPress Plugins & Themes That Can Help Improve Search Engine Optimization, Improve User Engagement And Drive More Visitors


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

Grow Your Accounting Website – WordPress Plugins & Themes For Improving SEO, Increasing User Engagement And Generating More Visitors

Your web traffic is vital to your online business growth. This section explores how to improve search engine optimization, improve user engagement and generate more traffic with plugins.

Optimizing Your Site For Search Engines (SEO)

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

  • URLs – WordPress lets you set the permalinks to use the title of the posts as the URL of your pages.
  • Post Tags – WordPress lets you specify the keywords that you want search engines to index your article pages (posts) for.
  • Categories – Create categories for your posts and products.
  • Post Excerpts – WordPress lets you compose an excerpt that visitors will see in the search engine results.
  • Images – title images with keywords for improved search engine results.
  • Content Linking – WordPress provides a built-in feature that allows you to easily link internal content
  • Post Notification – Configure your site to automatically notify other sites and directories immediately upon publishing a new post on your website.

Improving Search Engine Optimization (SEO), Improve User Engagement And Increase Web Traffic Generation Using WordPress Plugins

In addition to the built-in features of WordPress, the WP developer community makes available dozens of plugins that will improve your accounting website’s SEO, increase engagement and drive more visitors to your site.

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

A plugin like Yoast SEO (previously called WordPress SEO by Yoast) can improve your site's search engine optimization

(Use a plugin like Yoast SEO to improve your SEO)

Other things you can do to improve your accounting website’s SEO, increase engagement and drive more visitors to your website are to add a forum, newsletters, commenting, and social features. Here are a few more plugins that can help (many of the plugins listed below can be downloaded at no cost):

  • BuddyPress – Run your own online social community on WordPress.
  • bbPress – This plugin lets you set up your own 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 3rd-party subscriptions.
  • Disqus – Disqus lets you power discussions and increases user engagement on your website.
  • Monarch – This plugin lets you add powerful social sharing features to your site.

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

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

How To Generate More Leads & Enquiries

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

Add A Newsletter

Providing an email newsletter is a great way to retain and grow your readership. Adding newsletters] provides several benefits including:

  • Drives targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Provides updates
  • Provides you with a targeted marketing channel
  • It’s a way to provide special products or services to a select audience
  • Provides new opportunities for improving user engagement
  • Provides you with other ways for subscribers to share your content

An effective way to attract subscribers is to provide them with content of high value and give them a free gift in exchange for their personal details. This can be a time-saving guide, tips for handling finances, access to financial calculators, coupons, access to videos, contests, etc.

Contact Forms

Contact forms make it easy and simple for prospective clients to contact you. A contact form also lets visitors report issues, contact specific departments, request a quote, and more.

A contact form provides a number of benefits, like:

  • Reduces spam
  • Automated response
  • Gives you control over what is sent to you
  • You can keep your email address private
  • Contact forms can be added to any page or post
  • Looks professional
  • More convenient for visitors

A popular contact form plugin is Contact Form 7.

Contact Form 7

Contact Form 7 WP Plugin

(Contact Form 7 Plugin)

This free plugin is easy to install and set up and lets you create and manage multiple contact forms into any page on your site, customize your form 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 option to consider is adding sections to your contact form so prospects can select the aspect of your business they are contacting your company about. This will help you to get the comment to the right person.

Adding A Map

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

Maps are useful tools for several reasons:

  • A map increases local SEO
  • Visitors can find your office more easily
  • Shows location of events

Adding maps helps your visitors and clients find you

(Adding maps to your website helps your visitors and customers find you)

Popular map plugins for WordPress include:

How To Improve SEO, Improve User Engagement And Drive More Visitors With Plugins And Themes

Financial WordPress Plugins

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

Calculator Pro Calculators

Calculator Pro Calculators Plugin

(Calculator Pro Calculators Plugin For WordPress)

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

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

  • 401k
  • Payments
  • CD
  • Credit
  • And more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes

(Show Stock Quotes Plugin For WordPress)

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

Show Stock Quotes Plugin For WordPress

(Show Stock Quotes – WordPress Plugin – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker

(Custom Stock Ticker Plugin)

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

Custom Stock ticker provides several customizable ticker. You can 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.

Customize the appearance by changing speed, text, colors, etc.

For more details, go here}:

Finance Calculator

Finance Calculator Plugin For WordPress

(Finance Calculator Plugin)

This free plugin lets users calculate indicative repayments. This is a useful financial tool for calculating repayments on car loans, property, or any other large loan.

Finance Calculator WordPress Plugin

(Finance Calculator – WordPress 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 a form that can be placed in any page or post.

For more details, go here}:


WP-Invoice Plugin

(WP-Invoice Plugin For WordPress)

WP-Invoice is ideal for WordPress business users with clients to bill.

WP-Invoice lets you integrate billing into WordPress. You can send out itemized invoices. It even allows you to set up recurring billing. It 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 your clients and their information, and integrates with payment processors like PayPal,, Stripe, and others.

Plugin 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 notification email templates, accessing 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

(All In One Business Management Application)

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

All In One Business Management Application WordPress Plugin

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

All In One Business Management Application supports different languages, is fully customizable and provides powerful tools like document management, notice board, and more.

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software

(iBilling – Accounting and Billing Software WP Plugin)

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

iBilling - Accounting and Billing Software - Invoicing

(iBilling – Accounting and Billing Software – Invoicing)

It integrates with several payment gateways.

For more details, go here}:

Accounting – WordPress Themes

To get the most benefit out of growing your business online with WordPress, we recommend choosing a theme specifically for accounting. Here is a look at some of the best accounting themes available. These themes allow you to own a professional accounting website within minutes.

Accounting Pro

Accounting Pro

(Accounting Pro)

This premium WordPress theme is a turn-key theme created for accountants and accountancy firms. It’s a responsive theme with 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, auto-resizing for images, and lots more.

You can easily customize this theme through premium add-ons.

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


Accountancy Theme

(Accountancy Theme For WordPress)

This inexpensive theme offers a variety of styles and layouts to give your accounting website a professional look and feel.

This mobile-friendly theme includes a custom slider, a featured testimonial section, it’s lightweight, search optimized, and loads fast. It provides the flexibility you need without bloating your theme with features you don’t need. The cost of purchasing includes free updates and one year of support.

Go here for more info:


Accounting Theme For WordPress

(Accounting WP Theme)

This premium WordPress theme includes a drag-and-drop builder so you can design your site any way you want. The theme also has unlimited sidebars with custom widgets, four different header types, a custom admin panel, different color schemes, custom slider, 3 blog types, and is fully responsive (mobile-friendly). Accountancy looks clean and modern and is fast to load.

For more information, go here:


Kathryn WordPress Theme

(Kathryn Theme For WordPress)

This one is a child theme for the Genesis Framework built specifically for accounting services. Kathryn allows you to use WordPress as a true CMS and comes with multiple layouts, slider, multiple sidebars, many colors, is easy to use, inexpensive, search engine friendly, and is fully responsive (mobile-friendly). Although it could easily suit any profession you like, it builds a great looking accounting theme. It includes a license for the Soliloquy plugin and must be purchased separately from the Genesis Framework.

For more details, go here:

Accounting WordPress Theme

Accounting WordPress Theme - WordPress Theme

(Accounting WordPress Theme – Theme For WordPress)

This premium theme for WordPress was developed to exude professionalism within the accounting industry. It features an authoritative color scheme and layout elements designed specifically 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 (mobile-friendly) and includes pages for your accounting services, contact form section with consultation requests (downloadable as CSV), testimonials section, and a blog.

Go here for more information:

WP Advocate

WP Advocate Theme For WordPress

(WP Advocate)

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

Go here for more information:


Divi Theme For WordPress


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

The builder transforms web elements into visual building blocks, allowing anyone to understand and redesign the structure of their pages without editing code.

Divi WP Theme - Page Builder

(Divi WordPress Theme – Flexible Page Builder)

Divi has 40 content modules that you can drag and drop anywhere you want. These modules include audio player, call to action, circle counter, divider, image, number counter, portfolio, shop, social media follow, video slider, fullwidth image, fullwidth map, fullwidth slider, and more.. Divi is fully responsive and completely customizable. Theme prices start at $69 per year and includes full access to all professional themes.

More information:

The Corporation

The Corporation WP Theme

(The Corporation)

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

This theme has a page-based home page design with a prominent, flashy slider, blog design, six different different color schemes, multiple page templates that include contact pages, blog feeds, sitemaps, search page, gallery page, and more. Theme prices start at $69 per year and includes full access to over 80 sleek business themes.

More information:


Adviser WordPress Theme


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

For more details, go here:

Tax Help

Tax Help - WordPress Theme

(Tax Help)

This theme was built for financial companies, tax and finance advisors, and businesses that provide tax assistance. This theme is designed to show your services professionally and help grow your business reputation. It comes with different blog styles, uses the drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and many custom shortcodes.

More information:

Finance Business

Finance Business Theme For WordPress

(Finance Business – WordPress Theme)

This one was specifically designed for organizations that provide financial services such as consulting, tax help, insurance, finance, corporate, accounting, loans, and more. The theme includes a custom CMSMasters Visual Content Composer plugin. It also has around 100 shortcodes that includes charts and financial content. It also includes the custom drag-and-drop composer, 2 premium sliders, page options, color management, animated elements, 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 comprehensive guide has helped you learn WordPress plugins for improving SEO, increasing user engagement and driving more web traffic.

How To Build A WordPress Website For Accountants - Best WordPress Themes And Plugins For Accountants


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