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.

Best WordPress Plugins And Themes To Grow An Accounting Business OnlineIn Part One of this comprehensive guide on ways to build your accounting web presence, we covered the following topics:

  • Online Challenges For Accounting Businesses
  • Online Opportunities For Accountants
  • Basic Web Pages
  • Improve The Content On Your Site

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

  • How To Improve Web Traffic
  • Ways To Generate New Leads & Enquiries
  • WordPress Plugins That Can Help To Improve SEO, Improve User Engagement And Increase Web Traffic Generation


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

Ways To Improve Traffic With WordPress

Web traffic is a vital part of your online business growth. In this section, we explore ways to improve your accounting business online using WordPress plugins and themes.

Optimize Your Website For Search Engines

There are so many ways WordPress can help to optimize your website for search engines:

  • Search Engine-Friendly URLs – Set the permalinks to create search engine-optimized URLS for your article pages (called posts).
  • Tags – Choose the keywords that you want your article pages (posts) to be indexed for in the search engines.
  • Post Categories – Create categories for archiving and organizing your content.
  • Post Excerpts – Set an excerpt that search engines will display.
  • Images – add search-optimized titles to your content images for improved search results.
  • Internal Linking – WordPress has a built-in feature that lets you easily link internal content
  • Post Notification – Set up your WordPress site to automatically notify other sites and directories immediately upon publishing a new post on your website.

Improve Search Engine Optimization (SEO), Improve User Engagement And Generate More Visitors To Your Site With WordPress Plugins

In addition to the built-in features of WordPress, there are also a number of WordPress plugins that will improve SEO, increase engagement and drive more web traffic to your site.

For example, you can install the plugins below to improve your SEO:

  • All in One SEO – WordPress SEO plugin
  • Google XML Sitemaps – WordPress XML sitemap plugin (lists all of your pages and posts for indexing by search engines)
  • Page-List – WordPress site map plugin (for visitors)

Use a plugin like Yoast SEO (previously called WordPress SEO by Yoast) to improve your website's search engine optimization

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

Other WordPress plugins you can use to improve your accounting or financial services website’s SEO, increase user engagement and drive more visitors to your website are to add a forum, newsletters, commenting, and social features. Here are some powerful plugins that can help (many of the plugins described below are also free):

  • BuddyPress – This plugin allows you to run a social networking community on WordPress.
  • bbPress – Use the bbPress plugin to set up and run a discussion forum on your WordPress website.
  • E-Newsletter – Use this WordPress plugin to send email newsletters, track results and manage subscribers from your WP site.
  • Disqus – Disqus lets you power discussions and increases user engagement on your site.
  • Floating Social – Use this plugin to add social buttons and features that allow visitors to share your content online to your pages and posts.

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

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

Ways To Generate Leads & Enquiries

In this section, we’ll look at ways to improve sales and generate new leads and enquiries.

Add An Email Newsletter

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

  • Drives targeted traffic
  • Keeps readers from forgetting about you
  • Keeps readers updated
  • Provides a highly targeted marketing channel
  • Allows you to provide special products or services to a select audience
  • Provides regular opportunities for increasing engagement with your users
  • Provides you with other ways for your content to be shared around with others

A proven way to attract subscribers to your newsletter is to provide them with high value content and give them free gifts or bonus items in exchange for their details. This could be a time-saving guide, tips for handling tax, access to tax calculators, discount coupons, access to subscriber-only content, contests, etc.

Add A Contact Form

Contact forms provide an easy and simple way for prospective customers to get in touch with you. Contact forms also allow users to raise concerns, contact specific departments, request quotes, give suggestions and more.

Contact forms provide many benefits including:

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

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

Contact Form 7

Contact Form 7 Plugin

(Contact Form 7 Plugin)

This free plugin allows you to create multiple contact forms on your posts and pages, customize the forms and the email contents, add fields, and more.

International languages, Ajax-powered submissions, CAPTCHA, and spam filtering is supported.

Something else to consider is adding sections to your contact form so users can choose the topic they want to discuss. This ensures that contact form requests reach the right person.

Provide A Map

Adding a map helps your visitors and clients find you.

A map is a useful tool for several reasons:

  • They improve local SEO
  • Visitors can find your office easily
  • Shows location of events

A map helps your visitors and clients find you

(A map helps your visitors and clients find you)

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

How To Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors To Your Accounting Or Financial Services Website Using WordPress Plugins

WordPress Plugins For Financial Services

WordPress makes available a number of plugins you can add to your accounting site to immediately add a range of functional tools for visitors. Here are just some of these plugins:

Calculator Pro Calculators

Calculator Pro Calculators

(Calculator Pro Calculators WordPress Plugin)

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

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

  • 401k
  • Payments
  • Tax
  • 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 lets you add a widget that shows up to 20 different stock quotes per portfolio. You can show as many widgets as you want.

Show Stock Quotes

(Show Stock Quotes – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker Plugin

(Custom Stock Ticker WP Plugin)

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

This plugin comes with several customizable features. Choose from built-in themes or customize it yourself to match the look and feel of your site. You can also add custom stocks to specific categories.

Appearance customization features include colours, size, speed, text, and symbols, etc.

For more details, go here}:

Finance Calculator

Finance Calculator Plugin

(Finance Calculator Plugin For WordPress)

This free calculator allows your users to calculate indicative repayments. This is a great financial tool for calculating repayments on car loans, property loans, or any other large loan.

Finance Calculator

(Finance Calculator – Loan Calculator)

Finance Calculator also contains an application form that will send a notification message to a specified email address.

Other features of this plugin include showing 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 – WordPress Plugin)

WP-Invoice lets you send itemized invoices to clients.

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

Plugin features include adding custom payments and charges, inserting pre-defined line items and discounts, viewing invoice status and progression, easily filtering and finding invoices, showing invoice receipts and invoice history, creating notification e-mail templates, accessing 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 WP Plugin)

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

All In One Business Management Application WP Plugin

(All In One Business Management Application – Invoice)

The plugin supports different languages, is fully customizable and provides additional tools like document management, to do app, and more.

For more details, go here}:

iBilling – Accounting And Billing Software

iBilling - Accounting and Billing Software WP Plugin

(iBilling – Accounting and Billing Software Plugin For WordPress)

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

iBilling - Accounting and Billing Software Plugin For WordPress - Invoice

(iBilling – Accounting and Billing Software Plugin For WordPress – Invoice)

It allows you to get paid faster by integrating with several payment gateways.

For more details, go here}:

Accounting – WordPress Themes

To get the best features and professional look for your website, 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 own a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of website design.

Accounting Pro

Accounting Pro Theme For WordPress

(Accounting Pro WP Theme)

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

Accounting Pro can be customized through premium add-ons.

For more information, go here:


Accountancy WordPress Theme

(Accountancy WP Theme)

Accountancy Theme offers a variety of styles and layouts that helps make your accounting website look and feel professional.

It includes a custom slider, a featured testimonial section, and more. It’s lightweight, search optimized, fast loading, and fully responsive. It provides what you need without bloating your theme. Your purchase includes free updates and 1 year of support.

Go here for more info:



(Accounting Theme)

This premium theme 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, different color schemes, a custom slider, 3 blog types, and is fully responsive (mobile-friendly). Accountancy looks clean and modern and loads fast.

Go here for more information:


Kathryn - WordPress Theme

(Kathryn – WordPress Theme)

Kathryn is created for accounting businesses. It has a slider, multiple layouts, multiple sidebars, various color options, is easy to use, inexpensive, SEO friendly, and is responsive. Although it can easily fit any profession you want it to, 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.

Go here for more info:

Accounting WordPress Theme

Accounting WordPress Theme

(Accounting WordPress Theme)

This premium theme for WordPress was built with the idea of professionalism within the accounting industry. It features authoritative colors and elements designed specifically to help give your accounting site a professional look. It’s a turn-key installation but you can still modify it if you want. It’s fully responsive and includes pages for your services, contact details section with consultation requests (downloadable as a CSV file), testimonials, and a blog.

Visit the theme website to learn more this WordPress theme:

WP Advocate

WP Advocate

(WP Advocate)

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

More info:



(Divi – WordPress Theme)

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

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

Divi Theme - Page Builder

(Divi Theme For WordPress – Flexible Page Builder)

Divi has 40 content modules that you can drag and drop anywhere you want. Modules include multiple layouts, a slider, you can place pricing tables, testimonials, call-to-action, and lots more. Divi is fully responsive and fully customizable. Theme prices start at $69 per year and includes access to over 80 beautifully-designed themes.

Go here to learn more about this WordPress theme:

The Corporation

The Corporation WordPress Theme

(The Corporation Theme For WordPress)

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

It has a sleek page-based home page design with a prominent slider, blog design, six unique 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 access to 80+ stunning themes.

Go here for more details:



(Adviser Theme)

Adviser was designed specifically to help finance industry professionals build trust through clean web design. It’s ideal for businesses 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, multiple shortcodes and widgets, and a drag-and-drop visual composer..

Go here for more information:

Tax Help

Tax Help Theme For WordPress

(Tax Help Theme For WordPress)

This premium theme was developed for financial companies, tax and financial advisors, and firms providing tax services. It’s designed to show your services in a professional way to help establish your business reputation. It has different blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

More info:

Finance Business

Finance Business

(Finance Business – WordPress Theme)

This premium WordPress theme was designed for firms that provide any type of financial service such as consulting, tax help, finance, corporate, insurance, loans, accounting, and more. The theme includes a custom CMSMasters Visual Content Composer plugin. It also has around one hundred shortcodes that includes charts and financial content. It also includes the custom drag-and-drop composer, two premium sliders, page options, color management, animated elements, and lots more.

Visit this website to learn more about this WordPress 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, you have found this guide on WordPress plugins for improving search engine optimization, increasing user engagement and web traffic generation helpful.

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

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