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

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.