BUSINESS SERVICES

Support built around what the business actually needs.

Get help starting, organizing or preparing to grow your business. Explore the starting scopes below; Quoti confirms the final work, timeline and price in writing.

Business owner reviewing service options

BUSINESS STARTING SCOPES

Choose your starting point.

Focused support for where your business is today. Every engagement begins with an agreed written scope.

Business Startup Essentials

For an owner preparing to open one business at one location. Formation requirements and filing support depend on the state and local jurisdiction.

Starting at$499per project

WHAT'S INCLUDED

Startup requirements checklist
Formation filing assistance for one entity
Startup budget worksheet
Prioritized next-step plan

Typical turnaround: 10 business days

View meetings & scope details

Meetings: One 60-minute consultation and one 30-minute follow-up.

Included work: Up to 5 hours, including meetings.

Legal drafting, complex ownership, a full business plan and industry-license submissions are separate.

Discuss My Business Needs →

Business Reset

For an operating business with unclear cash flow, pricing or everyday processes.

Starting at$399per project

WHAT'S INCLUDED

Cash-flow and pricing review
Review of everyday operations
Prioritized 30-day action plan

Typical turnaround: 7 business days

View meetings & scope details

Meetings: One 60-minute consultation and one 30-minute follow-up.

Included work: Up to 4 hours, including meetings.

Bookkeeping cleanup, implementation and tax work are separate.

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Business Growth

For one business preparing for one expansion or growth goal.

Starting at$699per project

WHAT'S INCLUDED

Systems and growth-readiness review
Prioritized 90-day plan
Key performance indicator tracker

Typical turnaround: 15 business days

View meetings & scope details

Meetings: One 60-minute consultation and two 30-minute follow-ups.

Included work: Up to 7 hours, including meetings.

Implementation, fundraising and ongoing management are separate.

Discuss My Business Needs →

Timelines begin after complete records and initial payment. Government processing and third-party costs are additional; all fees and work are confirmed in writing.

AREAS QUOTI MAY ADDRESS

One business can need help in more than one area.

These are the business-support areas Quoti works across. The actual engagement focuses only on the areas included in your approved scope.

Financial Foundation

Cash-flow review, financial-record checklists and organized information for your bookkeeper or tax professional.

Business team working through processes and operating systems

Operations & Systems

Workflow maps, responsibility checklists, document structures and recurring-process templates.

Professional reviewing business documents and readiness records

Compliance & Readiness

A requirements checklist covering business records, filings, licenses and renewal dates for your business and location.

Team reviewing customer experience and business presentation

Customers & Business Presentation

Clear service messaging, a customer follow-up process and recommendations for your website structure.

Team collaborating on roles, onboarding and business safeguards

People & Protection

Role checklists, onboarding workflows and an organized list of records and safeguards to review with the appropriate specialist.

Business professionals reviewing growth planning and funding readiness

Growth & Funding Readiness

A prioritized growth plan, performance tracker and funding-document readiness checklist where relevant.

TAILORED SUPPORT

Additional Services Available

Need something beyond a starting package? Explore focused support, quoted to fit the work.

Financial Organization

Budgeting, cash-flow planning and organized records.

Website & Digital Support

Website improvements and practical digital workflows.

Business Audits

Operational reviews and readiness assessments.

Training & Consulting

Focused guidance and team training.

Funding Preparation

Planning and document readiness support.

Custom Business Solutions

Special projects and implementation support.

Custom Pricing — Based on ScopeDiscuss My Business Needs →

SCOPE & PRICING

Clear starting fees. A written scope before work begins.

A free 15-minute intro helps establish fit. A focused 60-minute Business Consultation is $99. Project starting fees are shown above; larger projects, implementation and ongoing support are quoted separately. No package promises funding, approvals or financial results.

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