Software Setup & Training
We offer set up and training in three main packages.
Contact us today for more information on how could solutions can help your business grow.
Experienced professionals
Our staff receive accountancy training to keep them up-to-date with VAT and taxation so that your business will be compliant from the start.
Their expertise will help you perfect your records that in turn will reduce your accountancy fees.
Software setup & training
Both basic and advanced training is available to suit your individual needs.
Bespoke courses & workshops
From group courses and workshops to one to one, we have something to suit your needs.
Transfer your data
We help you transfer from an existing package to a new one whilst retaining your original data
Why Cirrusli?
Having trouble choosing and learning a new digital bookkeeping system?
At Cirrusli we’ll help you choose the right one for your business, personalise it for you and teach you to use it so you remain in control of your business, get great information and with the ability to access the information from any device, any time.
We can help you transfer from an existing package to a new one including loading contacts and opening balances, so your data is retained.
Or have you started using accounting software and simply want help learning more and getting the most out of your package?
Our main aim is to reduce the time you spend dealing with your bookwork, so you have more time to run your business or enjoy life!
Experienced Professionals
All staff at Cirrusli are trained and fully certified professionals who excel in their field. They attend regular update training to stay abreast of all changes with the software and accountancy requirements.
Business Knowledge
We have experience of a wide range of business types and can make suggestions on how to set up the software to get the most meaningful results for your business type.
One to One Tuition
Short & Focused Lessons

Cost: £379 + VAT
Location: Bideford
Duration: 3 weekly sessions
* If you decide not to go ahead at this stage there will be no charge
Contact us today to book:
Telephone: 01237 320262
Email: natalie.willan@cirrusli.co.uk
Setup
Xero Bespoke Set up
Established businesses
Setup and training is also available for Sage And FreeAgent
- Initial 1 hour meeting at our office with our Xero specialist to ascertain your needs and plan your Xero transition*
- Set up bank feeds for 2 accounts
- Create a personalised invoice template within Xero
- Set year-end and VAT periods and applicable VAT rates
- Import correct account headings
- Create up to 4 tracking codes
- Set up correct levels of access for users
- Import contacts list from a .csv file provided by you
- Import debtors and creditors lists from a .csv file
- Enter correct conversion balances
- The integration of one payment-related add-on e.g. izettle, Go Cardless, Directli etc
- Health Check on your data after 3 months to check you are on track and provide you with feedback

Cost:
£249 + VAT
Location: Bideford
* If you decide not to go ahead at this stage there will be no charge
Contact us today to book:
Telephone: 01237 320262
Email: natalie.willan@cirrusli.co.uk
Setup
Xero Bespoke Set up
New Business Start-up
Setup and training is also available for Sage And FreeAgent
- Initial 1 hour meeting at our office with our Xero specialist to ascertain your needs and plan your Xero transition *
- Set up bank feed for 1 accounts
- Create a personalised invoice template within Xero
- Set year-end and VAT periods
- Import correct account headings
- Create up to 2 tracking codes
- Set up correct levels of access for users
- Health Check on your data after 3 months to check you are on track and provide you with feedback

Cost: £60 + VAT per hour
Contact us today to book:
Telephone: 01237 320262
Email: natalie.willan@cirrusli.co.uk
Extras
Xero Extras
Setup and training is also available for Sage And FreeAgent
- Creation of additional invoice templates
- Setting up additional bank feeds
- Setting up inventory codes and importing data
- Manual entry of any bulk data
- Setting up additional add-ons
- Setting up additional tracking codes
- Ongoing support and training
- Transfer of historic accounting data
At Cirrusli Ltd we have in-house specialists to help with every step of the way.
Contact us today for more information on how Xero can help you and your business grow.

Contact Us
Get in contact to book an appointment or ask any questions you may have.
01237 320262
Cirrusli Limited, Bideford, Devon.
M-F: 8am-5pm, S-S: Closed
