Individual skill
fondo-prod-checklist
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".
skills/.curated/fondo-prod-checklist/SKILL.md
Source commit 0500b275e963c027f6b410e8c49c0446945c574e
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- Last checked
- Nov 12, 2026
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- Repository stars (not skill ratings)
- 2,917
- Repository last updated
- Nov 12, 2026
- License
- MIT
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- saas Declared skill tag
- accounting Declared skill tag
- fondo Declared skill tag
- finance Derived category
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# 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.