Your books, kept with care and clarity.

Accurate, straightforward bookkeeping for small businesses who'd rather focus on what they do best.

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Rooted in the South.
Built on trust.

Southern Oak Bookkeeping was founded on the belief that every small business deserves financial clarity — without the confusion or the jargon. Based in South Carolina, we bring a personal, attentive approach to every client relationship.

Accuracy you can count on

Every transaction recorded with precision, so your numbers always tell the true story of your business.

A real person, not a portal

You'll always know who's handling your books — and they'll always know your business.

Peace of mind at tax time

We keep your records organized year-round so tax season is never a scramble.

What we take off your plate

Straightforward bookkeeping services designed for small businesses, sole proprietors, and growing teams.

Monthly Bookkeeping

Ongoing categorization, reconciliation, and reporting — so your books are always current and audit-ready.

Financial Reporting

Clear profit & loss statements, balance sheets, and cash flow reports delivered on your schedule.

Catch-Up Bookkeeping

Fallen behind? We'll get your books up to date — months or even years — quickly and accurately.

Accounts Payable & Receivable

We track what you owe and what you're owed, keeping your cash flow clear and your vendors happy.

Bank Reconciliation

Monthly matching of your records to bank statements, catching discrepancies before they become problems.

Simple, transparent pricing

Choose the plan that fits your business. All plans include clean, accurate books and a dedicated bookkeeper.

Starter
$200–$400 / month

Sole props & very small businesses. Up to 50 transactions/mo.

  • Monthly bank & credit card reconciliation
  • Basic income & expense categorization
  • Monthly P&L statement
  • Annual books cleanup for taxes
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Professional
$1,000–$2,000 / month

Growing businesses. 200–500 transactions/mo.

  • Everything in Growth
  • Job costing or class tracking
  • Cash flow forecasting
  • Payroll (up to 25 employees)
  • Monthly strategy call
  • CPA coordination for taxes
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Let's talk about your books

A free 20-minute call to understand your needs and see how we can help. No pressure, no obligation.