Quoti Help Center
Clear answers before your next step.
Learn how Quoti’s scan, audit, services, resources and managed business tools work—without searching through the entire website.
Help Topic
Getting Started
Where should I begin?
Start with the free Business Health Scan™ for a quick self-assessment, or choose the $99 Business Overview Audit™ when you want a personalized review and written roadmap.
Do I need to know exactly what is wrong?
No. Many owners know the business feels disorganized, financially unclear or overly dependent on them but do not know which issue should be addressed first. The Quoti process is designed to identify that order.
Does Quoti work with new businesses?
Yes. Quoti supports both early-stage businesses that need the right foundation and established businesses that need stronger finances, operations, compliance or growth systems.
Help Topic
Business Health Scan™
Is the Business Health Scan™ free?
Yes. The website scan is a free eight-question assessment that produces an instant score and a general recommended next step.
Is the scan a professional audit or financial opinion?
No. It is an educational screening tool based on the answers you provide. It does not replace accounting, legal, tax or consulting review.
What happens after I receive my score?
You may use the result on your own, review Quoti resources, or continue into the $99 Business Overview Audit™ for a personalized assessment.
Help Topic
$99 Business Overview Audit™
What is included in the $99 audit?
The audit reviews the business across foundation, financial organization, compliance, operations and growth readiness. It includes a Business Health Score™, risk and opportunity observations, a written Business Overview Report™ and a prioritized 90-day roadmap.
Is this an IRS audit?
No. The Business Overview Audit™ is a Quoti Consulting diagnostic service. It is not performed by or on behalf of the IRS or another government agency.
Does the audit include tax preparation, bookkeeping cleanup or legal work?
No. The audit identifies priorities and possible service needs. Implementation work is quoted separately when needed.
Are results guaranteed?
No. Quoti provides analysis, recommendations and implementation support, but business outcomes depend on the owner’s records, decisions, execution, market conditions and other factors.
Help Topic
Services, Pricing & Engagements
Are prices listed publicly?
Yes. Quoti lists starting prices and flat fees where appropriate. Final pricing for larger engagements depends on scope, condition of records, complexity and implementation needs.
Does Quoti provide legal or investment advice?
No. Quoti provides accounting-informed business consulting, financial organization, operations and strategy support. Legal, investment and regulated professional matters should be reviewed by the appropriate licensed professional.
Are consultations virtual?
Yes. Virtual consultations are available nationwide. Availability for any location-specific service depends on the nature of the engagement.
Help Topic
Quoti AOS™ & Client Access
Can I buy Quoti AOS™ as standalone software?
No. Quoti AOS™ is a business-use operating system configured and managed through Quoti Consulting for approved businesses and authorized team members.
Is the Client Portal the same as Quoti AOS™?
No. The Client Portal supports a Quoti consulting engagement, including documents, deliverables, appointments and tasks. Quoti AOS™ is a separate managed business-use operating environment.
How do I get help with portal access?
Use the Contact page and select Existing Client Support or request portal assistance.
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