Insurance for Bookkeepers

Wether you are a stand alone bookkeeper or run a bookkeeping business, there are two insurance policy types that you ABSOLUTELY must have to protect your business.

Professional indemnity – this is an absolute no brainer for your business. As a professional who advises clients, you need to make sure that in any event where your advice or recommendations are misinterpreted, that you are covered against any resulting liabilities.

From 1st July 2011, the Tax Practitioners Board (TPB) requires all Australian book keepers, tax agents and BAS agents to purchase a minimal level of professional indemnity (PI) insurance based on annual turnover.

The table below specifies the minimum level of cover required:

Tier Annual Turnover Minimum amount of aggregate cover required
1 Up to $75,000 (ex. GST) $250,000 cover inclusive of legal and defence costs
2 $75,001-$500,000 (ex. GST) $500,000 cover inclusive of legal and defence cost
3 Over $500,000 (ex. GST) $1,000,000 cover inclusive of legal and defence costs
Request A Quote or call our friendly team on 1300 800 091
Insurance Web
5.0
Based on 40 reviews
The team at Insurance Web consistently save their clients money on insurance premiums plus provide a personalised claim process to save their clients lots of time processing claims. Definitely worth a phone call.
Warren Pavey
Warren Pavey
09:30 06 Feb 24
I found myself needing insurance very quickly, Laurena went above and beyond to ensure my policy fit my business needs. Friendly, professional & very efficient, pricing was competitive too. I would highly recommend Laurena & Insurance Web.
Bobbi-Jo Ives
Bobbi-Jo Ives
04:36 06 Feb 24
Jason & the team have been awesome to deal with. From the start, Jason was on the ball and provided me with all the options I needed within a matter of minutes. Speaking with Jason it is evident that he has a passion for what he does, and his wealth of knowledge is outstanding.Look forward to working with the Insuranceweb team again soon!
Hamish Warren
Hamish Warren
01:02 15 Dec 22
The team at Insurance Web have saved us time and money. Always very prompt and provide an excellent service!
Kelly Maxfield
Kelly Maxfield
06:59 15 Sep 22
Customer Service from this company is so refreshing and to be commended. From our professional business to personal insurances, any claims have been dealt with promptly and efficiently, without drama.
Michelle Simpson
Michelle Simpson
01:05 01 Mar 22
Such great service at Insurance Web and Travis couldn’t be more professional. They are always extremely timely in their responses and make the whole process so easy, no matter how big or small the policy. Highly, highly recommend!
Mary
Mary
08:03 10 Dec 21
I can highly recommend working with Travis and the team at Insurance Web. After we had a house fire in our home it was clear that the team had carefully selected the insurance suitable for us and handled all of care. We couldn't be happier with the service that we have received and will continue to use them for both our business and personal needs. Highly Recommend!
Melissa Woodcroft
Melissa Woodcroft
05:55 15 Nov 21
I contacted 3 brokers for a quote on insurance and Connie from Insurance web was the first to get back to me with a quote. The price of the insurance was very fair and nearly half the price of the other quote.The 3rd broker didn't get back to me at all.Connie's understanding of the insurance I needed was surprising and it was a pleaser to deal with her. Insurance web's ability to get my insurance sorted in such a timely manner was amazing. I couldn't recommend them higher.
Andrew Dunn
Andrew Dunn
20:17 26 Oct 21
Couldn't recommend higher. Have been using them since my first year in business and they've been super on the ball about renewals, arranged for custom policy terms/dates for me, pro-actively queried price increases of policies and researched alternatives with quality recommendations which ones are recommended and which ones aren't, and have been fantastic at liaising with the insurances on my behalf to clarify any questions and scenarios. Special shoutout to Connie & Travis!
Rob Hemsing
Rob Hemsing
02:57 23 Sep 21
Insurance Web have been organising our insurances for a number of years now and we have consistently been blown away by them. Nothing is too much trouble, the team are amazing. We can't thank Jason, Travis, Curtis, Renee & their team enough for what they have done for us over the years.
Tara Forrest
Tara Forrest
23:52 07 Sep 21
I have been a client of Insurance Web for close to 10 years. They are an outstanding local business.I have had a claim during this time, and Jason and the team are highly responsive and walked me through the whole process. They have an extremely efficient setup and are always very quick to communicate between the relevant parties and myself. I highly recommend this company.
Matthew Peirce
Matthew Peirce
05:08 26 Aug 21
Fantastic service and very reliable. Highly recommended
Debbie Rainbow
Debbie Rainbow
05:49 21 Apr 21
Amazing work from the team at Insurance web. They made sure our business had the correct insurance to the work we do and explained all the finer details of the policy’s
Cameron Sleep
Cameron Sleep
10:51 02 Feb 21
Insuranceweb has been looking after my business insurance for three years. They always provide a great service and are more than happy to answer my questions. Highly recommend!
Amanda Bradbrook
Amanda Bradbrook
09:40 28 Jul 20
Big thank you to Travis for organising our insurance needs. He was super professional and efficient with getting quotes back to us as soon as possible. Couldn’t recommend him enough.
Tanayha Turner
Tanayha Turner
02:26 13 Jun 20
Very helpful with any questions I have had. Knowledgeable and genuine, (I deal with Jason Matthey in particular) these guys are great to work with.
Dave Bremers
Dave Bremers
08:46 09 Mar 20
OUTSTANDING to say the least,,😁 Jason Matthey thanks heaps for all your help mate absolute legend, u got me a great policy for a great price and u are great to talk to mate thanks heaps again for ur work, highly recommend this team they go over and above to get u the best value for wat u need,, 👌👌👍🇦🇺
Nazza chessells
Nazza chessells
09:47 10 Oct 19
Dealing with Insurance Web is always such a pleasure. They are extremely helpful and offer top quality advice whatever the issue on which you are needing help. You can have complete confidence that they always have your interests as their highest priority.
Steve Wanmer
Steve Wanmer
02:03 09 Aug 19
Service Quality and Price is what we all want and Jason and his team delivered. thank you
Paul Metcalfe
Paul Metcalfe
06:37 16 May 19
Jason handles all of our insurance needs, business, personal, car and bike. His knowledge and professionalism is second to none. The best carefully tailored policy at the best price always. The nature of our auto restoration business calls for a unique type of cover for client vehicles, also public liability and so forth. Jason did all of the necessary legwork to obtain the best cover, giving us options with cover, excess choices and premium payment options to assist with cash flow. If you want prompt courteous service......
Giovanni Gerardo Ambrosi
Giovanni Gerardo Ambrosi
07:58 13 Oct 17
Quick and reliable service. Great service
Oriano Giammichele
Oriano Giammichele
22:02 04 Jul 17
Jason and his team were very professional and cratered my personal business needs and what i needed.Highly recommended.
Cameron Armitage
Cameron Armitage
21:49 04 Jul 17
Well. What can be said. The first time I had to lodge a claim, it was so smooth and easy. After youth set fire to the building in located in with 4 other businesses. I found I was covered for more than I realised and got a clear picture of what I could claim for. Renewed every time with him and my premiums have had little change in costs. The team at insurance web is not only professional but easy to talk to even when your under pressure & extremely busy.
Nathan Dobbins
Nathan Dobbins
21:46 04 Jul 17
Knowledgeable and up to date. Great service
Kirsty Newbery
Kirsty Newbery
21:38 04 Jul 17
Jason and his Team do a great job of providing what every business needs according to a full insurance analysis combined with great service, well done guys.
Roland Knight
Roland Knight
03:18 14 Dec 16
I use insurance web (Jason)for my business insurance needs they are very approachable and professional
Michael Marjoribanks
Michael Marjoribanks
08:47 07 Dec 16
We all need insurance, but don't have time to think about it! Jason at Insurance Web takes the pain out of it, and explains it in plain English. Easy as, peace of mind!
Kathy Patterson
Kathy Patterson
22:18 06 Dec 16
Wow. These guys have saved my business on every claim. Had a fire and my business had to close the doors for a couple of weeks. He jumped and had a adjuster onsite within 24 hours. Assisted in getting me functioning and told me everything I was entitled to.So glad he had taken over my insurance seems to know everything I needed and price was fantastic
Core Computers
Core Computers
22:10 06 Dec 16
Just Blue Home Services have used Jason from Insurance Web to arrange our business insurance.We were extremely happy with the service and time that Jason took to make sure that he sourced the right insurance for us at the best price.
Deborah Marler
Deborah Marler
21:56 06 Dec 16
I've been using Insurance Web the past 3 years w great ease & confidence knowing that I have the right cover for my home & business. Jason, Suzy & Sonya have always been extremely good w their communication, which I have appreciated greatly. Thank you.
Dr Jeffrey Hannah
Dr Jeffrey Hannah
00:15 27 Feb 15
InsuranceWeb for RTO, Vocational Student Placement, Trainers and Assessors insurance needs
Jason Matthey
Jason Matthey
20:44 16 Apr 13

Get the right cover for your bookkeeping business

The other vital cover is: Public liability insurance, essential if you have an office or meet clients at their premises.

In addition, you we strongly recommend you consider the following insurance policies.

Cyber insurance – you keep records electronically and these need to be protected. But it’s impossible to protect against all cyber events, so this is another essential ingredient in your policy makeup.

Business insurance – standard policies can cover property, business interruption, theft, employee fraud, electronic equipment – everything you need to ensure that your business can continue to run smoothly.

Because we work with so many bookkeepers, we’re well placed to advise you on what cover you’ll need, and we can bundle policies together for cost effectiveness. This can save you a lot of money on your premiums.

When we are working with you and recommending policies, our focus is twofold.

First, we consider the premiums. We have dozens of insurers on our panel. That means we can cherry pick the premiums that give you the right coverage, without eating into your hard-earned profits.

Second, the extensiveness of the cover. We need to make sure you are adequately covered against any adverse events, even those in which you are not at fault.

To get a custom quote (and yes, you really NEED a custom quote so you don’t end up paying too much or, even worse, with insufficient cover, we really need to talk to you.

Simply fill in the form below and we’ll get in touch.

Request A Quote or call our friendly team on 1300 800 091