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The Strategic Bookkeeper - EP116 - Insurance Essentials Every Bookkeeper Should Know

TSB - Jeannie Savage & Karen McDonald

If you're offering advisory, offshoring work, or just doing more for your clients — it's time to double-check whether your PI and cyber insurance actually has you covered 🚨


In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie chats with Karen McDonald from Accountancy Insurance Australia.


Karen has supported thousands of professionals across Australia and New Zealand, and her insights are 100% relevant for bookkeepers and accountants globally — whether you're in the UK, US, Canada, or anywhere else.


Join Jeannie and Karen as they cover:

🛡️ What PI insurance really covers — and what it doesn’t

🌐 Why cyber insurance isn’t optional anymore

🌊 What you must know about offshoring risk

🟦 How to ensure your advisory services are protected


No scare tactics — just practical advice to help you safeguard your practice and sleep better at night. Hit PLAY now.






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