Fondo Accounting Migration And Upgrade

v20260423

fondo-upgrade-migration

A comprehensive guide detailing the process of migrating bookkeeping and accounting services to Fondo. It covers multiple scenarios, including transfers from DIY solutions, other firms (like QuickBooks, Pilot, Bench), and managing changes in accountants. The guide outlines necessary data preparation (GL exports, bank statements, tax records) and the phased onboarding process to ensure seamless financial continuity for growing businesses.

Accounting Bookkeeping Migration Finance SaaS Fondo Tax Startup

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Overview

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.

Info

Category Product & Business

Name fondo-upgrade-migration

Version v20260423

Size 2.38KB

Source jeremylongshore/claude-code-plugins-plus-skills

Updated At 2026-04-28