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@intentsolutionsio/fondo-pack

v1.0.0

Published

Claude Code skill pack for Fondo - 18 skills covering R&D tax credits, startup tax compliance, and financial operations

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Links

Git

Maintainers

intentsolutionsiointentsolutionsio

Keywords

claude-codeclaude-code-pluginfondotax-creditsstartup-taxfinancial-opsai-skillssaas-pack

Readme

Fondo Skill Pack

18 production-ready Claude Code skills for Fondo startup bookkeeping, R&D tax credits, and financial operations -- real workflows with actual provider integrations.

What This Is

A complete skill pack for managing startup finances with Fondo. Every skill covers real Fondo workflows: connecting Gusto/QuickBooks/Plaid integrations, monthly bookkeeping close, R&D tax credit claims (Form 6765), and financial reporting. Includes code for building internal dashboards using data from shared providers (Stripe, Gusto API).

Installation

/plugin install fondo-pack@claude-code-plugins-plus

Skills

Standard Skills (S01-S12)

| # | Skill | What It Does | |---|-------|-------------| | S01 | fondo-install-auth | Connect Gusto, QuickBooks, Plaid, Stripe, and bank accounts | | S02 | fondo-hello-world | Verify bank sync, review auto-categorization, check R&D eligibility | | S03 | fondo-local-dev-loop | Parse Fondo CSV exports, build burn rate calculator | | S04 | fondo-sdk-patterns | Gusto API, QuickBooks API, Zod-typed CSV parsers | | S05 | fondo-core-workflow-a | Monthly bookkeeping close timeline, financial statements, metrics | | S06 | fondo-core-workflow-b | R&D tax credit workflow, Form 6765, payroll tax offset | | S07 | fondo-common-errors | Sync failures, categorization errors, R&D qualification issues | | S08 | fondo-debug-bundle | Diagnostic checklist for support tickets | | S09 | fondo-rate-limits | Provider API limits (Gusto, QuickBooks, Stripe, Plaid) | | S10 | fondo-security-basics | OAuth management, financial data protection, access control | | S11 | fondo-prod-checklist | Year-end tax filing readiness, key deadlines | | S12 | fondo-upgrade-migration | Migrate from other bookkeeping services, plan upgrades |

Pro Skills (P13-P18)

| # | Skill | What It Does | |---|-------|-------------| | P13 | fondo-ci-integration | Budget alert pipelines, burn rate monitoring | | P14 | fondo-deploy-integration | Deploy internal finance dashboards | | P15 | fondo-webhooks-events | Stripe/Gusto/Plaid webhooks for financial event processing | | P16 | fondo-performance-tuning | Faster month-end close, auto-categorization rules | | P17 | fondo-cost-tuning | Maximize R&D credits, plan selection, ROI analysis | | P18 | fondo-reference-architecture | Full startup finance stack architecture |

Key Fondo Concepts

  • TaxPass: Bundled bookkeeping + tax filing + R&D credits
  • R&D Tax Credits: Up to $500K/year payroll tax offset for qualifying startups
  • Monthly Close: Fondo CPA team handles reconciliation, you answer questions
  • Integrations: OAuth connections to Gusto, QuickBooks, Plaid, Stripe, Brex
  • Form 6765: IRS form for claiming research and development tax credits

License

MIT