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

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

1. Sign up at fondo.com and select plan
2. Upload historical data via Dashboard > Migration
3. Connect active integrations (bank, payroll, expense)
4. Fondo CPA team reviews and reconciles historical data
5. 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

Resources

• Fondo Pricing
• Fondo TaxPass

Next Steps

For CI integration, see fondo-ci-integration.