Clear answers.Confident next steps.

Business owners should begin with the free Business Health Scan. A Quoti consultant reviews the completed scan before the Free Business Consultation.

No. Many owners know something is off without knowing the cause. The Health Scan, consultant review and Free Consultation help Quoti understand the bigger picture before recommending an advisory engagement.

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.

Yes. The 33-question Business Health Scan is free and gives you an overall score plus a clearer view of stronger areas and areas that may need attention.

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.

A Quoti consultant reviews the completed scan before the Free Business Consultation. The consultant may identify answers that need clarification or areas that need deeper questions during the conversation.

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.

Quoti explains the significant strengths, gaps, concerns and priorities identified from the information available to us.

Quoti explains how the findings may affect the business, including areas such as financial clarity, cash flow, compliance, operations, readiness, customer experience or growth.

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.

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.

No. The Free Consultation does not obligate you to purchase anything. If you want to proceed with Quoti's recommended advisory engagement, you review the proposed scope, price and contract before committing.

Quoti's Business Health Scan and Business Consultation are free. Paid advisory pricing is customized to the business, complexity, priorities and recommended scope. You see the proposed cost before deciding whether to sign the contract.

No. Quoti looks at the whole business, focuses on what matters most and recommends an advisory scope based on the business's actual needs rather than forcing every client into the same package.

After the contract is signed and payment activates the engagement, Quoti develops the detailed first 90-Day Roadmap, organizes the work and begins the agreed advisory support.

No. The 90-Day Roadmap is a planning and execution cycle inside the longer advisory relationship. Priorities are reviewed and adjusted as the business changes.

Yes. You see the recommended advisory focus, proposed scope and price before you decide whether to enter the contract.

Quoti can support many businesses remotely. Availability may depend on the service, location and whether an issue requires a locally licensed professional.

The Client Portal keeps your next step, Quoti plan, documents, appointments, messages and billing together in one place.

The portal is designed to keep your Health Scan, consultation details, shared documents and Quoti updates connected to your account.

No. Client access requires sign-in and is limited to information connected to the authorized client account.

Use the Client Login page and choose Need Login Help.

It is for adults who want education and planning around budgeting, savings, debt organization, personal credit understanding or financial readiness.

Yes. The detailed scan is free, and completing it does not enroll you in a paid service.

You receive an overall score, category results, financial ratios, strengths and priority areas in your private Personal workspace.

No. Quoti provides education and planning—not credit repair, debt settlement, investment advice, legal advice or tax advice.

Yes. One login can support access to both paths when appropriate, while Business and Personal records and services remain categorized separately.