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.

xero help Devon
Sage help and support
FreeAgent

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

We offer private tuition at your home or business premises so that it can be in the environment where you find it easier to relax and concentrate on the training.

Short & Focused Lessons 

Every lesson can be tailor-made for you, for optimal effectiveness. Your sessions are at your own pace depending upon your need and availability. We will also offer ongoing support.
Xero bespoke set up

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
Xero bespoke set up

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
Xero extras

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

We can also train you on partner apps.

Hubdoc

For details, visit our Business Solutions page.

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.

 

Xero certifified adviser

Contact Us

Get in contact to book an appointment or ask any questions you may have.

natalie.willan@cirrusli.co.uk

01237 320262

Cirrusli Limited, Bideford, Devon.

M-F: 8am-5pm, S-S: Closed

Xero certified