Fondo Upgrade & Migration Skill

Fondo Upgrade & Migration

Overview

Migrate to Fondo from DIY bookkeeping, other accounting firms, or platforms like Pilot, Bench, or Kruze. Fondo handles the historical data import.

Migration Scenarios

| From | Complexity | Timeline | |------|-----------|----------| | DIY QuickBooks | Low | 1-2 weeks | | Another bookkeeping firm | Medium | 2-4 weeks | | Pilot / Bench / Kruze | Medium | 2-3 weeks | | No prior bookkeeping | High (catch-up) | 4-8 weeks | | International entity | High | 4-6 weeks |

Instructions

Step 1: Prepare Migration Data

Gather from your current provider:

[ ] QuickBooks Online backup (or GL export as CSV)
[ ] Bank statements (last 2 years for R&D credit)
[ ] Payroll records (all W-2 and 1099 data)
[ ] Prior tax returns (1120, state returns)
[ ] R&D credit studies (Form 6765 if previously claimed)
[ ] Cap table and equity event history

Step 2: Onboard with Fondo

Sign up at fondo.com and select plan
Upload historical data via Dashboard > Migration
Connect active integrations (bank, payroll, expense)
Fondo CPA team reviews and reconciles historical data
First month close produces baseline reports

Step 3: Transition from Previous Accountant

Timeline:
  Week 1: Sign Fondo engagement letter, connect integrations
  Week 2: Previous accountant provides data export and handoff notes
  Week 3: Fondo reviews historical data, catches up any gaps
  Week 4: First Fondo-managed month close complete

Plan Upgrades

| Plan | Includes | Best For | |------|----------|----------| | Bookkeeping | Monthly close, financial statements | Pre-revenue startups | | TaxPass | Bookkeeping + tax filing + R&D credits | Most startups | | Enterprise | Custom, dedicated CPA team | Series B+ |

Resources

Next Steps

For CI integration, see fondo-ci-integration.

Agent Skills: Fondo Upgrade & Migration

Install this agent skill to your local

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