| 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
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:
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.
