Resources
Videos, the QuickBooks handbook, and what your trade deducts.
Short videos on the QuickBooks screens people get wrong. The handbook we send every new client. A deduction guide for the trade you are actually in. Every one of them built from a real file, and every one of them in English and in Spanish.
What we make
A coding guide for your business
Which account each kind of transaction belongs in, written in plain language and in your own vocabulary — not the chart of accounts, the actual decisions somebody has to make on a Tuesday. If you have a bookkeeper, this is what we give them.
Video walkthroughs of your own file
Short recordings, two to six minutes, of the thing you asked about — in your file, with your accounts on screen. Whoever does the work can watch it again at eleven at night without calling anybody.
The QuickBooks handbook
One PDF covering the whole loop: coding, entering bills, paying bills, deposits, reconciling, and the month-end checks. Written so a new hire can be handed it on day one.
In English or in Spanish
Whichever is actually spoken. The guide, the videos and the calls all come in the same language, because a guide somebody has to translate is a guide nobody follows.
Videos
Short walkthroughs, on four shelves. Start with the one that sounds like your question. Client-specific recordings are not listed here — those go straight to the people who need them.
How we work
What you get, and the two ways in.
Clavé Books and the two ways to work with us
What Clavé Books is, why a chart of accounts built for your trade matters, and the two ways in: keep QuickBooks and get a parallel check of your books, or hand us the books.
Educational only, not individual tax advice.
Dates and money owed
What is due, when, and what it costs to be late.
Q4 estimated taxes in plain words
Who has to pay estimated taxes, when the last 2026 payment is due, and how the safe-harbor rule and the file-early option work.
Educational only, not individual tax advice.
Farm and fishing estimated taxes in plain words
How farmers and fishers can handle estimated tax, how the two-thirds income test works, and the January 15 and March 1 options.
Educational only, not individual tax advice.
Paying a contractor? Get a W-9 first
What a W-9 is, when a 1099-NEC is generally needed at the $2,000 threshold, and the February 1, 2027 due date for 2026 payments.
Educational only, not individual tax advice.
Florida sales tax returns in plain words
When Florida sales tax returns are due, when they are late, and why you file even if no tax is due.
Educational only, not individual tax advice.
Accounts and ties outside the US
The three rules that catch people who had no idea they applied to them.
Three international tax rules for Miami clients with foreign ties
Does the 1% remittance tax, the FBAR, or Form 5472 apply to you? A plain-words look at each rule, and what to bring us if you are not sure.
Educational only, not individual tax advice.
The FBAR in plain words: foreign accounts and FinCEN Form 114
Who has to file an FBAR, the $10,000 combined-balance test, the April 15 date with its automatic October 15 extension, how it is filed with FinCEN, and what late filing can cost.
Educational only, not individual tax advice.
Form 5471 in plain words: U.S. persons with foreign corporations
Who files Form 5471, the five filer categories at a high level, how it is attached to the income tax return, and what the IRS instructions say late or missing forms can cost.
Educational only, not individual tax advice.
Using QuickBooks
The screens people get wrong, and how to tell you got it right.
Payments in and out — and the deposit that is not income
Receive payment, pay bills, sales receipt. Three screens people mix up, plus the customer deposit that belongs on the balance sheet.
Educational only, not individual tax advice.
Classes, locations and projects — which is which
Three tags that do three different jobs. Use one for all three and you end up unable to answer any of the questions.
Educational only, not individual tax advice.
Coding in QuickBooks: the four questions
Every transaction answers four questions. Almost every coding mistake we find is one of the four answered wrong.
Educational only, not individual tax advice.
Three things to check before you call us
Undeposited Funds, the uncategorized accounts, and the bank feed date. Sixty seconds, and it is almost always one of the three.
Educational only, not individual tax advice.
Match or Post? The screen that counts income twice
QuickBooks already found the payment in your books. Press the other button and the sale is recorded a second time while the invoice stays open. Screen recording, narrated.
Educational only, not individual tax advice.
Cash or accrual: the same books, two answers
One Profit and Loss, one minute apart: a $1,642.46 profit on one setting and a $1,904.12 loss on the other. Where the toggle is, and how to tell which one you are reading. Screen recording, narrated.
Educational only, not individual tax advice.
Receive payment, or Sales receipt?
Four rows apart in the same menu. Pick the wrong one and you book the sale twice and the invoice never closes. The single question that tells you which. Screen recording, narrated.
Educational only, not individual tax advice.
What your industry deducts — and what it gets wrong
Every trade has a list of expenses it runs on, and that part is not a secret. Your bookkeeper has the list. Software has the list. Putting it on a website does not make us useful to you.
The QuickBooks handbook
A single document covering coding, entering and paying bills, deposits, reconciliations and the month-end checks — the whole loop rather than one screen at a time.
It goes out with onboarding, and it gets revised when QuickBooks changes something that matters. If you are already a client and do not have the current one, ask and we will send it.
Available in English and in Spanish. We will also build a version keyed to your own chart of accounts.
Put your name down
One email a month. Written by us, about the things that actually moved — not a roundup of somebody else's headlines.
Instagram and Facebook
What we have been posting
Short ones — a deadline, a form that changed, the thing somebody asked us three times this week. Both feeds, in both languages.
The first batch is being recorded now. In the meantime, the feeds themselves are the fastest way to see what we are watching.
Educational only, not individual tax advice.
Want one of these built for your file?
Call and a person picks up. Send a note and a person reads it. Either way it reaches somebody at the firm, not a queue.