---

name: fondo-upgrade-migration description: 'Migrate to Fondo from other bookkeeping services, switch between Fondo plans,

or transition accountants while maintaining financial continuity.

Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant".

' allowed-tools: Read, Write, Edit, Grep version: 1.6.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

• saas
• accounting
• fondo compatibility: Designed for Claude Code

---

Fondo Upgrade & Migration

Prerequisites

Current provider change information, approved finance-data inventory, synthetic staging fixtures, a finance owner, and a tested correction/rollback path.

Output

Record versions and mappings reviewed, aggregate validation/reconciliation result, reviewer approval, and rollback state. Exclude financial records and credentials.

Error Handling

Stop promotion on schema, access, reconciliation, retention, or professional-review gaps; restore the prior mapping and quarantine opaque failures for review.

Examples

Compare old and proposed mappings using fictional aggregate data, deliberately introduce an unknown field, and verify the change remains pending until the finance reviewer approves it.

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

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

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

• Fondo Pricing
• Fondo TaxPass

Next Steps

For CI integration, see fondo-ci-integration.