fondo-upgrade-migration

# 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: - [ ] 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](https://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...