Clear answers.Confident next steps.

If you are not sure what the business needs, start with the free Business Health Scan. If you already know what you want help with, you can book the $99 consultation.

No. Many owners know something is off without knowing the cause. Quoti helps sort through the bigger picture before recommending paid work.

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 series of 33 questions in the 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. You can use your results without buying anything. The scan does not automatically choose a paid service for you.

You see what appears to be working, what may need attention, and where to start looking first. You can stop there or choose the $99 consultation for a professional review and personalized roadmap.

Your consultation includes review of your Health Scan, follow-up questions, professional recommendations and a personalized roadmap after the meeting.

No. Any additional Quoti work is separate. You see what is recommended, what is included and the exact price before deciding.

After payment, you continue to scheduling and select an available appointment time.

The consultation is a focused business conversation held remotely. Your booking confirmation will show the available meeting format, expected length and connection details before the appointment.

Use the scheduling link in your confirmation to change an eligible appointment. Review the cancellation and rescheduling terms shown during booking, or email Quoti when you need assistance.

Your consultant prepares the roadmap after the consultation using your Health Scan and the information discussed. Your expected delivery timing will be confirmed during the meeting.

Quoti publicly shows the free Health Scan and the $99 consultation. Implementation work is priced in a written custom proposal after Quoti understands the exact scope.

Quoti can prepare a focused custom proposal for one approved need. Larger projects and ongoing support are scoped separately, and you do not have to choose a package before Quoti understands the work.

No. When you hire Quoti for additional work, we may help build or organize the document, website, customer process, financial organization, plan, or other practical solution needed.

Yes. You see what is recommended, what the work includes, and the price before you decide.

Quoti can support many businesses remotely. Availability may depend on the service, location and whether the 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. Choose Both when creating your account. One login provides a workspace switcher while the records remain categorized separately.