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From fondo-pack
Guides migration to Fondo bookkeeping from QuickBooks, Pilot, Bench, or other services, with data prep checklists, onboarding steps, plan upgrades, and accountant handoff timelines.
How this skill is triggered — by the user, by Claude, or both
Slash command
/fondo-pack:fondo-upgrade-migrationThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Migrate to Fondo from DIY bookkeeping, other accounting firms, or platforms like Pilot, Bench, or Kruze. Fondo handles the historical data import.
Migrate to Fondo from DIY bookkeeping, other accounting firms, or platforms like Pilot, Bench, or Kruze. Fondo handles the historical data import.
| 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 |
Gather from your current provider:
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 | 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+ |
For CI integration, see fondo-ci-integration.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packSets up Fondo account and configures integrations with Gusto, QuickBooks, Plaid banks, and expense tools like Brex for automated bookkeeping and R&D tax credits. Triggers: 'setup fondo'.
Guides Finta plan upgrades from Free to Pro and data migrations via CSV: export pipelines/contacts/documents, import from Affinity/Streak/spreadsheets.
Guides bootstrapped solo founders in bookkeeping setup, revenue/expense tracking, tax prep, SaaS revenue recognition, and accounting software selection like Wave and QuickBooks.