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.

Get in touch

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.

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Software setup & training

Both basic and advanced training is available to suit your individual needs.

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Bespoke courses & workshops

From group courses and workshops to one to one, we have something to suit your needs.

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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.

find out more

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