Insurance Essentials for Bookkeepers

Insurance is one of those things most Bookkeepers know they should have – but few feel fully confident about.

What does it actually cover?
What happens if something goes wrong?
And how do you know if your policy is right for your business?

This course answers those questions in plain English.

Insurance Essentials for Bookkeepers is a practical, no-nonsense guide to understanding Professional Indemnity Insurance and the role it plays in protecting your business. Developed in conjunction with SHARE, this course combines real-world insurance expertise with the day-to-day realities of running a bookkeeping business.

We walk you through real-life scenarios, explain what’s typically covered (and what’s not), and highlight what to look for when reviewing your policy — so you can feel more confident having conversations about your cover.

What you’ll learn:

• What Professional Indemnity Insurance is and why it matters for Bookkeepers
• What’s typically covered — and what’s not
• How claims can arise (with real-world examples)
• What to look for when choosing or reviewing a policy
• The role of other business insurance types (e.g. Public Liability, Cyber)
• The key questions to ask your broker before making decisions

You’ll also get a simple overview of other types of business insurance — like Public Liability and Cyber — so you can understand how they fit into the bigger picture as your business grows.

Please note: This course is an educational guide only. It is not financial advice and is not intended to recommend any specific policy or provider. For advice tailored to your situation, we encourage you to speak with a qualified insurance broker.

Because at the end of the day, insurance isn’t just about ticking a box — it’s about protecting the business you’ve worked hard to build.