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 For Accounting WebsitesIn Part 1 of this article on ways to improve your accounting web presence, we covered the following topics:

  • Challenges Professional Accountants Face Online
  • Opportunities For The Accounting Profession In The Online Economy
  • How To Improve Your Website Pages
  • How To Improve Your Content

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

  • Tips For Improving Traffic With WordPress
  • Generate Leads & Enquiries Using WordPress-Based Applications
  • WordPress Plugins That Can Improve SEO, Improve User Engagement And Increase Web Traffic Generation

Important Info

For more information about WordPress plugins and themes, see the articles below:

Tips For Accountants – How To Improve Your Business Online Using WordPress Themes And Plugins

Web traffic is vital to your online business growth. This section will help you improve your web traffic.

Optimizing Your Site For Search Engines

There are so many ways that WordPress helps improve your accounting website’s SEO:

  • SEO-Friendly – Set the permalinks to use the title of the post.
  • Post Tags – Specify the keywords that you want your articles to be indexed for in the search engines.
  • Categories – Create SEO-friendly categories for your posts and products.
  • Post Excerpts – WordPress lets you compose the description for your posts that visitors will see in the search engine results.
  • Images – title images used in your content with keywords for better search results.
  • Internal Content Linking – WordPress has a built-in feature that allows you to easily link internal content
  • Post Notification – Set up your site to automatically notify other search directories immediately upon publishing new content on your site.

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

As well as the built-in features of WordPress, the WP development community makes available many plugins that improve SEO, increase engagement and drive more visitors to your site.

For example, here are some plugins you can use to improve your SEO:

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

(A plugin like Yoast SEO can improve your SEO)

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

  • BuddyPress – This free plugin can be used to run your own social network on your site, with member profiles, user groups, messaging, activity streams, and more.
  • bbPress – This plugin lets you set up your own forum on your WordPress site.
  • E-Newsletter – Use this WordPress plugin to send email newsletters, track results and manage subscribers from your WP dashboard, without a 3rd party subscription.
  • Disqus – use this plugin to power discussions and increases engagement on your website or blog.
  • Floating Social – Add social buttons and features that allow visitors to share your content online on your website.

You can add social features to your site easily with free or inexpensive plugins

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

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

Let’s discuss now ways to improve sales and generate leads and enquiries online.

Provide A Newsletter

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

  • Sends targeted traffic
  • Keeps your business at the forefront of your reader’s minds
  • Keeps readers updated
  • Provides you with a highly targeted marketing channel
  • Allows you to provide special products or services to a select audience
  • Provides new opportunities for engaging with users
  • Provides you with another way for subscribers to share your content

An effective way to attract newsletter subscribers is to provide users with information of high value and give them a free gift in exchange for their personal details. This can be a special report, checklists for handling tax, access to tax calculators, coupons, membership access to videos, contests, etc.

Contact Forms

Contact forms make it easy and simple for prospective clients to contact you. Users can report issues, ask questions to specific departments, request a quote, and more.

Contact forms provide a number of benefits and advantages including:

  • Reducing spam
  • Automated response
  • Gives you control over what gets sent to you
  • Allows you to keep your email address private
  • They can be added to any post or page
  • Looks professional
  • Convenience 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 lets you insert and manage multiple contact forms into any page or post, customize your forms and the mail contents, add fields, and more.

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

Something else to consider is adding sections to your contact form so prospects can choose which topic they want to discuss. This will help you to get the comment to the right person.


Adding maps helps your visitors and customers find you.

Integrating maps, such as Google Maps, with your WordPress site also provides a number of benefits, such as:

  • A map helps to improve local SEO
  • Allows customers to better plan their meeting or appointments
  • Shows location of events

Adding a map to your website helps your visitors and clients find you

(Adding a map helps your visitors and customers find you)

Some of the more popular Google Maps plugins include:

Improve Search Engine Optimization, Increase User Engagement And Drive More Visitors With Plugins And Themes

Accounting Plugins For WordPress

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

Calculator Pro Calculators

Calculator Pro Calculators Plugin For WordPress

(Calculator Pro Calculators)

This is a free collection of 400+ calculators that you can display on your website. Internationalization is supported.

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

  • Mortgage
  • Payments
  • Tax
  • Equity
  • And lots more

For more details, go here}:

Show Stock Quotes

Show Stock Quotes

(Show Stock Quotes)

With this plugin you get a widget that displays a number of different stock quotes per portfolio. You can show as many widgets as you want.

Show Stock Quotes WordPress Plugin

(Show Stock Quotes – Stock Portfolio)

For more details, go here}:

Custom Stock Ticker

Custom Stock Ticker

(Custom Stock Ticker WP Plugin)

With this plugin you can add a custom stock ticker to any page, post, or sidebar using shortcodes.

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

Appearance customization features include speed, text, colours, etc.

For more details, go here}:

Finance Calculator

Finance Calculator

(Finance Calculator – WordPress Plugin)

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

Finance Calculator - WordPress Plugin

(Finance Calculator – Loan Calculators)

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

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 WP Plugin

(WP-Invoice Plugin)

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

This plugin 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 that let you manage locations, accept electronic signatures from clients, create PDF invoice versions, create quotes, create 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, Interkassa, and several others.

Plugin features include adding custom payments and charges, creating pre-defined line items and discounts, viewing invoice status and progression, filtering and finding invoices, seeing 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)

This complete business management solution includes accounting management, invoicing, order management, help desk with ticket system, CRM and lots more.

All In One Business Management Application Plugin

(All In One Business Management Application Plugin For WordPress – Invoice)

All In One Business Management Application supports international 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 Plugin For WordPress

(iBilling – Accounting and Billing Software)

iBilling is a scalable business software that lets you manage client data and invoicing, track your company’s cash flow and net worth, send single-click payment reminders and payment confirmations, and lots more.

iBilling - Accounting and Billing Software Plugin - Invoicing

(iBilling – Accounting and Billing Software – Invoicing)

iBilling integrates with several online payment gateways.

For more details, go here}:

WordPress Themes For Accounting And Financial Services

To benefit the most from using WordPress to grow your business online, we recommend choosing a theme specifically for accounting. Below is a list of some of the best themes themes available for accountancy businesses. These themes allow you to have a professional accounting website within minutes and save hundreds to thousands of dollars on the cost of web design.

Accounting Pro

Accounting Pro WP Theme

(Accounting Pro Theme For WordPress)

This premium theme is an inexpensive turn-key theme 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, auto-resizing for images, and a whole lot more.

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

More info:


Accountancy Theme For WordPress

(Accountancy WP Theme)

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

This responsive (mobile-friendly) theme includes a custom slider, a featured testimonial, it’s lightweight, search engine optimized, and fast loading. It provides what you need without bloating your theme with features you don’t need. Free updates and 1 year of support is included with your purchase.

More info:


Accounting - WordPress Theme


This one includes a drag-and-drop builder that allows you to design your website any way you want. It also has unlimited sidebars and custom widgets, four different header types, a custom admin panel, different color schemes, a custom slider, 3 blog types, and is fully responsive. Accountancy looks clean and modern and is fast to load.

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


Kathryn Theme


This premium WordPress theme was developed specifically for accountants. The theme allows you to use WordPress as a true content management system and provides a slider, multiple layouts, multiple sidebars, widgetized home page, flexible rotator, call to action boxes, author boxes for single or multiple bloggers, a variety of color options, is easy to use, inexpensive, search optimized, 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 slider plugin and must be purchased separately from the Genesis Framework.

Go here to learn more this theme:

Accounting WordPress Theme

Accounting WordPress Theme - Theme For WordPress

(Accounting WordPress Theme – Theme For WordPress)

This theme was created with the idea of professionalism within the accounting industry. Every color, layout element, icon, menu item, page structure, call-to-action, etc., was designed specifically to make your accounting website look professional while not 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 details section with consultation requests (downloadable as CSV), testimonials section, and a blog.

More information:

WP Advocate

WP Advocate WordPress Theme

(WP Advocate)

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

More information:


Divi - WordPress Theme

(Divi – WordPress Theme)

This premium theme for WordPress is the most flexible theme in Elegant Themes‘ entire collection of WordPress themes. Divi lets you create a professional website using the page builder or beautiful and unique pre-made layouts. You can modify your layout as much as you need.

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

Divi - WordPress Theme - Page Builder

(Divi – WordPress Theme – Page Builder)

It has 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 all stunning themes.

More info:

The Corporation

The Corporation Theme

(The Corporation Theme)

The Corporation was specifically designed to make corporate sites look great.

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

For more details, go here:


Adviser - WordPress Theme


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

More information:

Tax Help

Tax Help - WordPress Theme

(Tax Help)

Tax Help was developed specifically for financial organizations, tax and finance advisors, and firms providing tax services. The theme is designed to showcase your services professionally to help build your professional reputation. It comes with a range of blog styles, uses a drag-and-drop visual composer, includes a shortcode builder, the Revolution Slider, and additional custom shortcodes.

More information:

Finance Business

Finance Business

(Finance Business – WordPress Theme)

This theme was developed for businesses that provide any type of financial service such as tax help, consulting, corporate, finance, insurance, 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 a custom drag-and-drop composer, two premium sliders, page options, color management features, animations, and a lot more.

Go here for more information:


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 SEO, increasing user engagement and web traffic generation helpful.

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

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