Rooted in tradition. Built for the cloud.
Financial clarity, delivered with trust, integrity, and community-first care. Modern tools. Clean books. Calm decisions.
Serving clients nationwide. English + Spanish support.
What we do
Boutique cloud bookkeeping designed for founders who want clean books, clear reporting, and a calm, reliable process.
Transaction categorization, bank + credit card reconciliations, and clean month-end close.
Profit & Loss, Balance Sheet, and Cash Flow delivered through a secure client portal.
Light payroll support for small teams (up to ~3 employees) with clean documentation.
Keep payables and receivables organized so cash flow stays predictable.
A clear check-in to review performance, spot risks early, and plan the next quarter.
Modern tools reduce busywork while keeping human judgment and review in the loop.
You work directly with your bookkeeper not a rotating team.
Typical response time for questions and requests.
Modern tools and a secure portal for documents and communication.
Why Masorti Books
Masorti means traditional in Hebrew. The brand is built to feel modern and premium while staying grounded in the values of trust, community, and purpose.
- Clean month-end close and statements delivered through a secure portal.
- Clear communication (no jargon, no surprises).
- Automation-assisted efficiency with human review before delivery.
- A boutique relationship: consistent point of contact.
Earn and keep trust through consistent, transparent work.
Do whats right. Always.
Own the work and the outcome.
Relationships over transactions.
Modern tools for timely, value-driven reporting.
Connected to your numbers. Connected to your roots.
A modern bookkeeping experience that still feels personal, grounded, and community-first.
Meet the team
Veterans. Finance professionals. Community-first. The people behind your books bring real-world discipline and deep financial expertise.
MBA in Accounting & Business Analytics from Florida International University with over 15 years of corporate, government, and military leadership. Former U.S. Army Foreign Area Officer (SFC) who served across Israel, the Middle East, and Latin America — honored with the Bronze Star Medal and Army Meritorious Service Medal. Julio has managed financial operations exceeding $15 million, directed WIP reporting on major infrastructure projects, and overseen grant portfolios totaling $2.7M+. Bilingual in English and Spanish.
- Cost Accountant — Aechelon (2024–Present)
- Operations Client Success Lead — Intuit (2022–2024)
- Project Accountant — HDR, I-4 Ultimate Project (2015–2022)
- Grant Administration — Seminole County (2010–2015)
- Foreign Area Officer — U.S. Army (1997–2010)
With a Bachelor's in Accounting and over 10 years of hands-on accounting experience, Gerald brings deep technical expertise and meticulous attention to detail to every engagement. A former IDF soldier, he shares the team's core values of discipline, service, and unwavering commitment to the community.
Both team members bring military service backgrounds — U.S. Army and IDF — to every engagement.
Combined 25+ years of professional experience across construction accounting, grant management, and financial operations.
Rooted in shared values of trust, integrity, and service to the Jewish entrepreneurial community.
Proudly veteran-owned.
Built on discipline & service.
Masorti Books is founded by a U.S. Army veteran with 15 years of military service and a Bronze Star Medal recipient. The same discipline, integrity, and commitment to mission that defined his service now drives every client relationship.
When you trust us with your books, you're working with someone who understands accountability at the highest level.
U.S. Army — a career built on leadership, precision, and duty.
Awarded for meritorious service in a combat zone.
- ✦Discipline — Consistent, reliable processes you can count on.
- ✦Integrity — Honest, transparent work. No shortcuts.
- ✦Mission focus — Your financial clarity is the mission.
- ✦Accountability — We own the outcome, every single month.
Certifications & Credentials
Backed by industry-recognized certifications — so you know your books are in qualified hands.
Certified in QuickBooks Online setup, management, and advanced reporting — the leading cloud accounting platform for small businesses.
Certified in Knowify's construction and contractor management platform — job costing, project tracking, and integrated financial workflows.
We stay current with annual training and industry updates.
Our processes align with standard accounting practices and audit expectations.
Certified across the platforms your business already uses.
Pricing
Simple monthly retainers. No surprises. Boutique service with modern, cloud-first delivery.
Built for early-stage founders who need clean books and basic visibility.
- Monthly bookkeeping
- Bank + credit card reconciliations
- Monthly financial statements
- Secure client portal
- Email support
Final pricing depends on transaction volume and complexity.
For growing businesses that want tighter processes and quarterly guidance.
- Everything in Starter
- Quarterly financial review
- Budget + forecast support (light)
- AP/AR oversight
- Priority support
Final pricing depends on transaction volume and complexity.
For established businesses that want strategic support and deeper reporting.
- Everything in Growth
- Strategic financial guidance
- Tax prep coordination
- Custom reporting / KPI dashboard
- Annual audit-readiness review
Final pricing depends on transaction volume and complexity.
Starting at $1,200 per month of backlog.
$50 per contractor (annual).
$1,000$1,500 per grant report.
FAQ
A few quick answers to the most common questions.
- A Jewish founder who wants a trusted, community-aligned partner.
- Growing fast and tired of messy books and year-end chaos.
- Looking for boutique service not a big-firm handoff.
Do you work with clients outside Florida?
Yes. Masorti Books is cloud-based and serves clients nationwide.
Do you support English and Spanish?
Yes communication and reporting support are available in English and Spanish.
Is this AI bookkeeping ?
We use automation to reduce busywork, but every deliverable is reviewed by a human before it reaches you.
What software do you use?
Most clients use QuickBooks Online. We can also support related tools for receipts, reporting, and client portals.
How fast do you respond?
Typical response time is within 24 business hours.
Lets get your books clean
Tell us a little about your business and what you need. Well reply within 24 business hours.
- 1) We review your message.
- 2) We suggest the best tier (Starter / Growth / Premium).
- 3) You get a clear next step and timeline.