QUOTI HELP CENTER
Clear answers.Confident next steps.
Find concise answers about the Business Health Scan, Business Consultation, starting scopes, Personal Financial Wellness and client access.
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01HELP TOPIC
About Quoti Consulting
What Quoti does, who we help and how to reach us. +
HELP TOPIC
About Quoti Consulting
What does Quoti Consulting do?+
Quoti Consulting helps business owners understand cash flow, organize records, improve everyday operations and plan practical next steps for startup, reset or growth. Separate Personal Financial Wellness education and planning are also available.
Where does Quoti Consulting work?+
Liberty County and surrounding Georgia communities, with remote support available depending on the service and location.
How do I contact Quoti Consulting?+
Call (912) 837-8165 or email hello@quoticonsulting.com. Visit quoticonsulting.com/book-consultation to choose a free 15-minute introduction or a paid consultation.
02HELP TOPIC
Getting Started
Find the right first step—even when you are not sure what the business needs. +
HELP TOPIC
Getting Started
Where should I begin?+
Start with the free Underneath the Business checklist at /resources/business-readiness-checklist. Review 21 items about finances, records and everyday operations, then choose up to three concerns you want help with. No account or credit card is required. After the checklist, the optional 33-question Business Health Scan provides a deeper assessment using your financial figures. Prefer to talk? Book a free 15-minute intro.
Do I need to know exactly what is wrong?+
No. Many owners know something is off without knowing the cause. A checklist, scan or conversation can help clarify your priorities before you decide whether to hire Quoti.
Does Quoti work with businesses like mine?+
Quoti supports owner-operators, self-employed professionals, local and service businesses, professional offices and growing companies. If your situation needs a different kind of specialist, we will tell you.
03HELP TOPIC
Business Health Scan
Understand what the free assessment shows and what happens next. +
HELP TOPIC
Business Health Scan
How is the checklist different from the scan?+
The 21-item checklist is a general self-review that helps identify concerns and saves your recap with your name and email. It does not give a business-health score. The optional 33-question Business Health Scan uses your answers and financial figures to create a Business Health Snapshot; a free My Quoti account is needed to save and view it.
Is the Business Health Scan free?+
Yes. The 33-question Business Health Scan is free. Start without an account; create or sign in to your free My Quoti account to save answers and view your Business Health Snapshot. Results are based on your answers, with unknown information identified for verification.
Is the scan just a way to sell me something?+
No. Completing the scan does not automatically enroll you in a paid service or charge you. It gives Quoti a structured starting point for understanding the business.
What happens after I receive my score?+
Your Business Health Snapshot is available in My Quoti. Use it on your own or choose a conversation. A free intro establishes fit; the $99 consultation adds context and helps clarify priorities. Detailed analysis and implementation are separate paid work.
04HELP TOPIC
Business Consultation
Understand what happens during the consultation and what you will know before making a decision. +
HELP TOPIC
Business Consultation
What happens during the Business Consultation?+
Quoti discusses your business, clarifies important Health Scan answers and asks targeted follow-up questions when needed. During the same consultation, we explain what we found, why it matters and what Quoti recommends.
What does ‘What We Found’ mean?+
Quoti explains the significant strengths, gaps, concerns and priorities identified from the information available to us.
What does ‘Why It Matters’ mean?+
Quoti explains how the findings may affect the business, including areas such as financial clarity, cash flow, compliance, operations, readiness, customer experience or growth.
What does Quoti recommend?+
When ongoing advisory support is appropriate, Quoti explains the recommended areas of focus, general scope and proposed price so you can decide whether the engagement is right for your business.
Do I receive the detailed 90-Day Roadmap during the consultation?+
No. The consultation gives you enough information to understand Quoti's findings and recommendation. The detailed implementation-level 90-Day Roadmap is developed after the advisory contract is signed and payment activates the engagement.
Do I have to sign a contract?+
No. A consultation does not obligate you to purchase any further service. If you want to proceed with Quoti's recommended advisory engagement, you review the proposed scope, price and contract before committing.
05HELP TOPIC
Business Advisory & Pricing
See how Quoti structures paid Business support and when you will know the cost. +
HELP TOPIC
Business Advisory & Pricing
Are Business advisory prices listed publicly?+
The Business Health Scan and 15-minute intro are free. The 60-minute Business Consultation is $99. Business Startup Essentials: starting at $499 per project; Business Reset: starting at $399 per project; Business Growth: starting at $699 per project. Final scope and price are confirmed in writing; state/local fees, licenses, permits, third-party costs and additional services are separate.
How do starting scopes and custom work fit together?+
The published starting scopes cover specific deliverables, meetings and hours. Quoti confirms what fits your business and provides a written final quote. Larger projects, implementation and ongoing support are separately quoted and approved.
What happens after I sign the advisory contract?+
After the written scope is approved and the agreed initial payment is received, Quoti schedules the work and begins the deliverables in your proposal. A 90-day plan is included only when your scope specifies it.
Is the 90-Day Roadmap a 90-day contract?+
No. A 90-day plan describes a planning horizon. Your proposal specifies the project schedule and any ongoing support.
Will I know the price before paid work starts?+
Yes. You see the recommended advisory focus, proposed scope and price before you decide whether to enter the contract.
Does Quoti work with businesses outside Georgia?+
Quoti can support many businesses remotely. Availability may depend on the service, location and whether an issue requires a locally licensed professional.
06HELP TOPIC
Client Access
Learn what stays connected inside your secure client experience. +
HELP TOPIC
Client Access
What is My Quoti?+
My Quoti keeps your next step, Quoti plan, documents, appointments, messages and billing together in one place.
Will I have to keep repeating my information?+
My Quoti is designed to keep your Health Scan, consultation details, shared documents and Quoti updates connected to your account.
Can the public see my client information?+
No. Client access requires sign-in and is limited to information connected to the authorized client account.
How do I get help with portal access?+
Use the My Quoti sign-in page and choose Need Login Help.
07HELP TOPIC
Personal Financial Wellness
Understand the separate Personal path without confusing it with Business consulting. +
HELP TOPIC
Personal Financial Wellness
Who is the Personal service for?+
It is for adults who want education and planning around budgeting, savings, debt organization, personal credit understanding or financial readiness.
What does personal support cost?+
The Personal Financial Wellness Scan and 15-minute intro are free. The 60-minute Personal Wellness Review is $99. Personal Financial Foundation: starting at $199 per household; Personal Financial Reset: starting at $299 per household; Personal Financial Goals: starting at $249 per goal. Optional software, specialist fees and extra services are separately quoted and approved.
Is the Personal Financial Wellness Scan free?+
Yes. The detailed scan is free, and completing it does not enroll you in a paid service.
What do I receive?+
You receive an overall score, category results, financial ratios, strengths and priority areas in your private Personal workspace.
Is this credit repair or financial advice?+
No. Quoti provides education and planning—not credit repair, debt settlement, investment advice, legal advice or tax advice.
Can I use Business and Personal services?+
Yes. One login can support access to both paths when appropriate, while Business and Personal records and services remain categorized separately.
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