Agent skill · marketing growth · jeremylongshore
fondo-upgrade-migration
Migrate to Fondo from other bookkeeping services, switch between Fondo
Why this skill is useful
Provides specific migration procedures and integration steps for transitioning to Fondo that the AI wouldn't reliably generate on its own.
What it needs
Requires fondo account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/fondo-upgrade-migration