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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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.
Common questions.
Do bookkeepers need professional liability?
Why do bookkeepers need cyber coverage?
What if I have banking access for clients?
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.
Keep going.
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.