--- name: fondo-hello-world-e5728169882c description: 'Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". ' allowed-tools: Read, Write, Edit, Grep version: 1.6.0 license: MIT author: Jeremy Longshore tags: - saas - accounting - fondo compatibility: Designed for Claude Code --- # Fondo Hello World ## Prerequisites A scoped staging credential, a fictional data fixture, secret-manager access, and an authorized finance owner. ## Output Return only an opaque test ID, schema result, review state, and redacted failure reference; never emit account, transaction, payroll, or tax data. ## Examples Run the smallest read-only check against a fictional staging record, verify logs have no sensitive values, and revoke the test credential after validation. ## Overview Verify your Fondo setup is working: check that bank transactions are syncing, payroll data is flowing, and your company qualifies for R&D tax credits. ## Instructions ### Step 1: Verify Bank Transaction Sync Navigate to Fondo Dashboard > Transactions: - Confirm recent bank transactions appear (may take 24-48h for initial sync) - Check that Plaid connection shows "Connected" status - Verify transaction dates match your bank statement ### Step 2: Review Auto-Categorization Fondo automatically categorizes transactions: | Category | Examples | Tax Impact | |----------|----------|------------| | Payroll | Gusto payments, contractor 1099s | Deductible, R&D qualified | | Software | AWS, GitHub, Figma | Deductible, R&D qualified | | Office | WeWork, office supplies | Deductible | | Travel | Flights, hotels, meals | Partially deductible | | Revenue | Stripe payouts, customer payments | Taxable income | | Transfers | Between own accounts | Not taxable | Review and correct any miscategorized transactions in Dashboard > Transactions. ### Step 3: Check R&D Tax Credit Eligibility ``` Fondo Dashboard > Tax Credits > R&D Assessment Eligible if ALL apply: ✓ US-based employees (W-2, not just contractors) ✓ Developing new/improved products, processes, or software ✓ Technical uncertainty exists in the development ✓ Systematic experimentation/iteration to resolve uncertainty Average startup credit: $21,000/year Maximum (payroll tax offset): $500,000/year ``` ### Step 4: Verify Payroll Data ``` Dashboard > Payroll Integration → Confirm employee count matches your payroll provider → Verify salary data for R&D credit calculations → Check contractor payments are categorized separately ``` ## Expected Output After 48 hours of setup: - Bank transactions auto-categorized (85%+ accuracy) - Payroll data synced monthly - R&D eligibility assessment complete - Estimated R&D credit amount displayed ## Error Handling | Issue | Solution | |-------|----------| | No transactions appearing | Check Plaid connection status, allow 24-48h | | Wrong categorization | Manually recategorize, Fondo learns patterns | | R&D credit shows $0 | Verify W-2 employees doing qualifying work | | Payroll data missing | Re-authorize payroll provider OAuth | ## Resources - [R&D Tax Credit Guide](https://fondo.com/blog/how-to-account-research-and-development-tax-credit-us) - [Fondo TaxPass](https://fondo.com/taxpass) ## Next Steps For development workflow details, see `fondo-local-dev-loop`. --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/fondo-pack/skills/fondo-hello-world/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Dave AI. ## 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. # Dave AI 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-hello-world/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting Roles: Accountant, Financial Analyst, Tax Specialist Specialties: Design, Figma, Frontend, Git, Stripe, Testing Tools: Gusto, Fondo, Plaid, Stripe Country applicability: United States Classification basis: Source catalog labels Instruction SHA-256: 1de3d4636fc5925152bdb3bf60f0e44bf8a72e132add5cb3cb3de374c314252f