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".

plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist/SKILL.md

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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.
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