--- name: fondo-prod-checklist-92d57769f9a2 description: 'Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist". ' allowed-tools: Read, Grep version: 1.6.0 license: MIT author: Jeremy Longshore tags: - saas - accounting - fondo compatibility: Designed for Claude Code --- # Fondo Production Checklist ## Overview Fondo handles startup tax preparation, R&D credit claims, bookkeeping, and compliance filings. A production integration syncs financial data from banking, payroll, and expense platforms into Fondo for automated tax workflows. Failures mean missed filing deadlines, incorrect R&D credit claims, or unreconciled books that block board reporting. ## Prerequisites - A finance owner, authorized reviewer, completed staging evidence using synthetic data, and documented rollback/correction process. - Approved data flows, retention rules, access controls, filing calendar, and escalation contacts. ## Instructions 1. Attach evidence or a named owner decision to each applicable control and maintain professional review for financial/tax conclusions. 2. Verify scoped secrets, source reconciliation, redacted diagnostics, access boundaries, and safe failure handling before promotion. 3. Run a synthetic canary and review aggregate health, delivery, and reconciliation results; halt on discrepancy or access failures. 4. Record approval, exceptions, correction/rollback owner, and follow-up date. ## Output Create a launch receipt with completed controls, evidence references, aggregate canary results, approver, exception status, and recovery owner. Exclude financial records, tax data, payroll data, and credentials. ## Examples Process a fictional expense export in staging, simulate an incomplete reconciliation, and verify the workflow pauses for finance review. Promote only after the reviewer records evidence and the rollback/correction path has been tested. ## Authentication & Secrets - [ ] `FONDO_API_KEY` stored in secrets manager (not config files) - [ ] Financial integration OAuth tokens stored securely (Stripe, Mercury, Brex) - [ ] Key rotation scheduled before each tax season - [ ] Separate credentials for staging/prod environments - [ ] Payroll provider API tokens scoped to read-only ## API Integration - [ ] Production base URL configured (`https://api.fondo.com/v1`) - [ ] Rate limit handling with exponential backoff - [ ] All bank accounts connected and syncing (verified daily) - [ ] Payroll provider connected with W-2 and 1099 data flowing - [ ] Revenue sources synced (Stripe, invoicing platforms) - [ ] Expense tool integrations verified (Brex, Ramp, Expensify) - [ ] Bookkeeping categorization queue drained before close ## Error Handling & Resilience - [ ] Circuit breaker configured for Fondo API outages - [ ] Retry with backoff for 429/5xx responses - [ ] Bank sync failure detection within 24 hours - [ ] Intercompany transaction reconciliation validated - [ ] R&D qualifying activity documentation verified programmatically - [ ] Filing deadline alerts set 30/14/7 days before due dates ## Monitoring & Alerting - [ ] API latency tracked per sync endpoint - [ ] Error rate alerts set (any financial sync failure = immediate) - [ ] Monthly close completion tracked (all 12 months before year-end) - [ ] R&D credit calculation validated against employee tags - [ ] Extension filing status monitored (Form 7004 before March 15) ## Validation Script ```typescript async function checkFondoReadiness(): Promise { const checks: { name: string; pass: boolean; detail: string }[] = []; // API connectivity try { const res = await fetch('https://api.fondo.com/v1/status', { headers: { Authorization: `Bearer ${process.env.FONDO_API_KEY}` }, }); checks.push({ name: 'Fondo API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` }); } catch (e: any) { checks.push({ name: 'Fondo API', pass: false, detail: e.message }); } // Credentials present checks.push({ name: 'API Key Set', pass: !!process.env.FONDO_API_KEY, detail: process.env.FONDO_API_KEY ? 'Present' : 'MISSING' }); // Bank sync status try { const res = await fetch('https://api.fondo.com/v1/integrations/status', { headers: { Authorization: `Bearer ${process.env.FONDO_API_KEY}` }, }); const data = await res.json(); const active = data?.integrations?.filter((i: any) => i.status === 'active').length || 0; checks.push({ name: 'Active Integrations', pass: active >= 2, detail: `${active} connected` }); } catch (e: any) { checks.push({ name: 'Active Integrations', pass: false, detail: e.message }); } for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`); } checkFondoReadiness(); ``` ## Error Handling | Check | Risk if Skipped | Priority | |-------|----------------|----------| | Filing deadline alerts | Missed IRS deadlines, penalties | P1 | | Bank sync monitoring | Unreconciled transactions at year-end | P1 | | R&D credit validation | Incorrect credit claim, audit risk | P2 | | Payroll data sync | Missing W-2/1099 data for returns | P2 | | Monthly close tracking | Year-end books incomplete for board | P3 | ## Resources - [Fondo TaxPass](https://fondo.com/taxpass) - [IRS Form 1120](https://www.irs.gov/forms-pubs/about-form-1120) ## Next Steps See `fondo-security-basics` for financial data protection and compliance controls. --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2025 Jeremy Longshore Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Sales Roles: Accountant, Business Development, CFO / FP&A, Financial Analyst, Tax Specialist Specialties: API Tools: Fondo Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 6a9977e0fb289737cfc1d921b3c7cac02ba2a68bbc4eea92363ebed276caafed