Insurance Essentials for Bookkeepers
About Course
This practical, plain-English course walks you through the insurance essentials every Bookkeeper should understand – from how Professional Indemnity Insurance works, to what other policies might be worth considering as your business grows.
You’ll learn what different types of cover do, what to look for in a policy, and how to avoid common mistakes – all explained with real-world examples and helpful checklists.
Please note: This course is an educational guide only. It is not financial advice and shouldn’t be taken as a recommendation to buy any particular policy. Every business is different, so we encourage you to speak with a qualified insurance broker before making any decisions.
We’ve partnered with a trusted insurance professional – SHARE – to ensure the content is accurate, relevant, and aligned to the needs of Bookkeepers in New Zealand. No scare tactics, no hard sells – just practical information to support and protect your business.
Course Content
Why Professional Indemnity Insurance matters
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Introduction
00:00 -
What is Professional Indemnity Insurance
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Why Bookkeepers face risk (even if you’re brilliant)
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Let’s see it in action
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The true cost of a mistake
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It’s not just about you – it’s professional
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Test Your Knowledge!
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Key takeaways
What Professional Indemnity Insurance does (and doesn’t) cover
Choosing the right PI Insurance policy for your bookkeeping business
Bonus Module – other types of business insurance you should know about
Student Ratings & Reviews
