Agent skill · software engineering · jeremylongshore
fondo-prod-checklist
Execute Fondo production readiness checklist for year-end tax filing,
Why this skill is useful
Adds a validation script for Fondo API readiness checks and specific integration patterns that are not commonly known.
What it needs
Requires node installed locally. Requires fondo account access. About 3k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Fondo Production Checklist Overview Fondo handles startup tax preparation, R&D credit claims, bookkeeping, and compliance filings. A production integration syncs financial data from banking, payroll, and expense platforms into Fondo for automated tax workflows. Failures mean missed filing deadlines, incorrect R&D credit claims, or unreconciled books that block board reporting. Prerequisites A finance owner, authorized reviewer, completed staging evidence using synthetic data, and documented rollback/correction process. Approved data flows, retention rules, access controls, filing calendar, and escalation contacts. Instructions 1. Attach evidence or a named owner decision to each applicable control and maintain professional review for financial/tax conclusions. 2. Verify scoped secrets, source reconciliation, redacted diagnostics, access boundaries, and safe failure handling before promotion. 3. Run a synthetic canary and review aggregate health, delivery, and reconciliation results; halt on discrepancy or access failures. 4. Record approval, exceptions, correction/rollback owner, and follow-up date. Output Create a launch receipt with completed controls, evidence references, aggregate canary results, approver, exception status, and recovery owner. Exclude financial records, tax data, payroll data, and credentials. Examples Process a fictional expense export in staging, simulate an incomplete reconciliation, and verify the workflow pauses for finance review. Promote only after the reviewer records evidence and the rollback/correction path has been tested. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/fondo-prod-checklist