From fondo-pack
Guides Fondo monthly bookkeeping close: answer CPA categorization questions, review financial statements (P&L, balance sheet, cash flow), and handle errors for month-end reporting.
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The primary Fondo workflow: automated monthly bookkeeping close. Fondo's CPA team handles reconciliation, categorization, and financial statement preparation. Your role is to answer questions and review deliverables.
Manages month-end financial close processes using sequenced checklists by day, dependencies, and status tracking for calendars, progress, and blockers.
Guides complete monthly financial reconciliation: reviews/categorizes/verifies transactions, reconciles invoices, checks attachments, prepares taxes. Use for month-end bookkeeping or Monatsabschluss.
Optimizes Fondo accounting workflows: faster month-end closes via auto-rules and batch CPA responses, plus efficient data export caching.
Share bugs, ideas, or general feedback.
The primary Fondo workflow: automated monthly bookkeeping close. Fondo's CPA team handles reconciliation, categorization, and financial statement preparation. Your role is to answer questions and review deliverables.
| Day | Activity | Who |
|---|---|---|
| 1-5 | Bank and payroll data syncs | Automated |
| 5-10 | Transaction categorization and reconciliation | Fondo CPA team |
| 10-15 | Review questions sent to you | Fondo CPA team |
| 15-20 | You answer categorization questions | You |
| 20-25 | Financial statements prepared | Fondo CPA team |
| 25-30 | Reports delivered to dashboard | Automated |
| Report | Contents | Use Case |
|---|---|---|
| Income Statement (P&L) | Revenue, COGS, operating expenses, net income | Board meetings, fundraising |
| Balance Sheet | Assets, liabilities, equity | Financial health snapshot |
| Cash Flow Statement | Operating, investing, financing activities | Burn rate analysis |
| General Ledger | All transactions with GL codes | Audit trail |
| Accounts Payable Aging | Outstanding vendor bills | Cash management |
Dashboard > Financial Overview
Monthly Burn Rate: $85,000
Runway (months): 14.2
MRR: $12,500
Gross Margin: 72%
R&D Spend: $62,000 (73% of opex)
Headcount Cost: $58,000
Dashboard > Messages > Open Items
Common questions:
Q: "What is the $2,500 payment to Acme Corp?"
A: "Software license for our dev tooling" → Category: Software/R&D
Q: "Is the $15,000 transfer to savings an investment?"
A: "No, just parking cash" → Category: Transfer (non-taxable)
Q: "Should contractor payments to John Doe be R&D?"
A: "Yes, he writes code for our product" → R&D qualified
| Issue | Solution |
|---|---|
| Late close (past 25th) | Prioritize answering open questions |
| Unexpected expense spike | Review Dashboard > Transactions for anomalies |
| Revenue not matching Stripe | Check Stripe connection in Integrations |
| Missing payroll entry | Verify payroll provider sync status |
For R&D tax credit workflow, see fondo-core-workflow-b.