From fondo-pack
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".
npx claudepluginhub flight505/skill-forge --plugin fondo-packThis skill is limited to using the following tools:
Migrate to Fondo from DIY bookkeeping, other accounting firms, or platforms like Pilot, Bench, or Kruze. Fondo handles the historical data import.
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Migrate to Fondo from DIY bookkeeping, other accounting firms, or platforms like Pilot, Bench, or Kruze. Fondo handles the historical data import.
| 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 |
Gather from your current provider:
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 | 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+ |
For CI integration, see fondo-ci-integration.