jeremylongshore 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.
Source: jeremylongshore/claude-code-plugins-plus-skills → plugins/saas-packs/fondo-pack/skills/fondo-upgrade-migration/SKILL.md