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Bookkeepers

Insurance for bookkeepers.

Bookkeepers handle client records, payroll, and often banking access, which makes E&O, cyber, and crime coverage matter far more than the small size of the firm would suggest.

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Bookkeeper insurance centers on professional liability (E&O) for the accuracy of your work, cyber for the client records and financial data you handle, and crime coverage where you have banking or payroll access, with a business owners policy for the basics.

E&O for the work

A bookkeeping error, a misposted entry, a missed reconciliation, a payroll mistake, can cost a client real money and lead to a claim. Professional liability covers that exposure, which general liability does not. Even a solo bookkeeper carries it, and clients increasingly ask for it.

Cyber and client data

Bookkeepers live in client accounting systems, bank feeds, and payroll platforms, holding financial data and login access. That makes cyber coverage important well beyond the firm's size, since a breach or account compromise can affect the client directly.

Crime and funds access

Where a bookkeeper can move money, pay bills, run payroll, access accounts, employee dishonesty and social-engineering fraud are real exposures. Crime coverage addresses them. We size the program to the access you actually have, not just the size of the firm.

Frequently asked

Common questions.

Do bookkeepers need professional liability?
Generally yes. A bookkeeping error can cost a client money and lead to a claim, and professional liability (E&O) covers that where general liability does not. Clients increasingly ask for it.
Why do bookkeepers need cyber coverage?
Because they hold client financial data and access accounting and payroll systems. A breach or account compromise is a real exposure, regardless of firm size.
What if I have banking access for clients?
Banking and payroll access raises crime and funds-transfer-fraud exposure that crime coverage addresses. We match the coverage to your access.
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Does your coverage match the work you do?

Tell us your services, your clients, and the data you handle, and we will check your E&O, cyber, and the rest against how your firm actually operates. Educational, no obligation.

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We match coverage to your services and contracts
We check cyber, data, and client-funds exposure
We line up the limits your client contracts require
You get a clear read, no obligation
Related resources

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Coverage

Professional Liability (E&O)

The core coverage for advice and services.

Coverage

Cyber Insurance

Client data, email, and funds exposure.

Coverage

Crime / Employee Dishonesty

For banking and payroll access.

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Independent, advisory-first

Coverage that fits the access, not just the size.

Tell us about your bookkeeping work and we will build coverage around the data and accounts you handle.

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