Our approach is built on genuine partnership, technical expertise, and a commitment to helping you become confident and capable in managing your own systems.
We don’t just provide quick fixes; we equip you with the knowledge, tools, and support to take control of your financial and operational processes with clarity and confidence.
Our consulting services are designed to help you select, implement, and optimise your accounting software and integrated business systems that enhance financial management, streamline operations, and support long-term growth. Whether you're starting fresh or refining existing systems, we tailor our support to meet your unique requirements.
Software Selection, Setup & Support
Software Selection & Setup
We provide end-to-end support in choosing and configuring accounting software that aligns with your business structure, workflow, and reporting requirements. Whether you're considering Xero, MYOB, Reckon, or QuickBooks, we assess your operational needs, level of experience, and future growth plans to recommend the most suitable platform. Our service includes selecting the right subscription, sourcing compatible hardware if needed, and ensuring the software is set up correctly. So you can start with confidence and clarity.
System Customisation
We tailor your software setup to match the way your business operates. This includes configuring your Chart of Accounts for accurate categorisation, setting up User Access to ensure appropriate permissions and data security, and customising features, templates, and reports to reflect your workflows and reporting needs. Whether you're a sole trader or managing a growing team, our customisation ensures your system is intuitive, efficient, and aligned with your business goals, saving time and reducing errors.
Process Review & Optimisation
We assess your current financial workflows to identify bottlenecks, manual tasks, and areas prone to error. Through targeted review and analysis, we can recommend improvements and introduce automation where appropriate, using features such as recurring transactions, bank feeds, or even AI tools. Our goal is to streamline your operations, reduce administrative burden, and enhance efficiency and accuracy, giving you more time to focus on running your business.
Training & Support
We offer personalised, one-on-one training to help you and your team navigate your accounting software with confidence. From initial setup to day-to-day use, we provide ongoing support to ensure you understand key features, apply best practices, and get the most out of your system.
Data Migration
We can assist with secure, reliable support for transferring financial data from legacy systems or spreadsheets into modern accounting platforms. We ensure that all records are accurately migrated, properly formatted, and thoroughly verified, preserving data integrity and minimising disruption to your operations.
Compliance & Best Practice
We ensure your systems are setup to align with ATO requirements, ensuring your business meets compliance standards from day one. Our guidance covers best practices in bookkeeping, payroll processing, and BAS preparation, helping you stay organised, accurate, and audit-ready.
At COS Business Solutions, our consulting services are more than a one-time solution. They are an investment in your business’s future. By combining decades of experience and expert guidance with practical tools and personalised support, we help you build systems that work for you, not against you.
Our goal is simple: to give you confidence, clarity, and control over your financial and operational processes, so you can focus on what matters most. Growing your business.