Finance – Business Accounting WordPress Theme

Every advisory firm offers the same; who signs is what changes

Accounting, taxes, payroll, company formation. Compare the service lists of three firms in your city and you will see almost the same words. Someone looking for an adviser cannot tell them apart that way, so they end up looking at something else: who will look after them and how that person works.

Finance is a WordPress theme for financial and consulting offices, law firms, accounting firms and insurance companies. It fits that idea: it separates the team, the cases and the practice areas into their own content types, so each lawyer, accountant or adviser and each resolved matter can have its own place instead of ending up as a paragraph on the company page.

Five content types to demonstrate experience

They only pay off if filled with real material:

• Team. The people at the firm. A real photo and a specific specialty say more than an org chart.
• Case. Resolved matters, which you can publish without client names if confidentiality requires it.
• Practice. The areas you work in, each as independent content.
• Testimonial. What your clients say, with their permission.
• FAQ. The questions you hear at every first meeting, answered once.

With just three well-explained cases, the site already says something your competitors' service list does not.

Finance theme templates and settings

• Five page templates: Home, About, Case Studies, Contact and Services.
• One-click demo import, as a starting point.
• Colours from the live customizer, with no limit on combinations.
• More than 600 Google Fonts and Font Awesome icons.
• Configurable header and footer: logo, header information, blog title and custom footer text.
• Three sidebars and four footer areas for widgets.
• Responsive design for mobile.

A veteran theme built with meta boxes

Pages are built with meta boxes. Its features do not include a visual page builder, and it is not optimized for Gutenberg.

It has some years on it. Its author's last update dates from September 2021, and the catalog version is earlier. Before publishing, test it on a copy of the site with your WordPress and PHP versions, and check its plugins.

Its scope ends at the website. Its features do not include appointment booking, a private client area, document exchange or tax calculators. If you need any of that, it will have to come from other plugins.

What to install and in what order to build the firm site

It works with Advanced Custom Fields Pro, Revolution Slider and the Finance Extra component.

1. Install the theme on a test site with those plugins.
2. Import the demo with the one-click importer.
3. Add the team members and three real cases first.
4. Create your practice areas with the Practice content type.
5. Add the frequently asked questions and adjust colours and typography in the customizer.

Other professional themes in the catalog compared with Finance

If you prefer editing with Elementor, FinBank works with that builder and includes more than twenty-five pages for banking, insurance, loans and financial consulting. Leroux is intended for consultancies and advisory firms, with eight home pages, seven headers and five portfolio layouts.

If your activity is credit repair, Solvency focuses on that service. You can also look at LimitTax, another theme in the catalog for auditing and accounting.

Law firms, Elementor, Gutenberg and appointments in Finance

Does it work for a law firm?

Yes, it is also aimed at law firms, and the Practice content type fits practice areas.

Is it edited with Elementor?

Its features do not include Elementor editing. Its page templates are put together with meta boxes.

Does it work well with Gutenberg?

It is not optimized for Gutenberg, so it is best to work with its templates.

Does it include sample content?

Yes, it is installed with the one-click demo import.

Can I change the colours to my brand's?

Yes, from the live customizer, with no colour limit.

Can it schedule appointments with clients?

Its features do not include appointment booking. A separate plugin is needed.