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Mobile Business Financial & Growth Diagnostic

Business Name & Owner(s) Name:

*

Email Address:

*

Phone Number:

Core Service Offered:

*

A

Mobile Auto Detailing

B

Mobile Pet Grooming

C

Mobile Mechanic / Auto Repair

D

Locksmith / Emergency Services

E

Other

Current Fleet Size:

*

A

1 Van / Rig (Solo Operator)

B

2-3 Vans

C

4-6 Vans

D

7+ Vans

Primary Service Area (City, State or General Location):

*

Estimated Monthly Gross Revenue:

*

A

Under $15,000

B

$15,000 - $50,000

C

$50,000 - $100,000

D

$100,000+

Average Monthly Booking Volume (# of Jobs/Month):

*

Average Ticket / Job Value (e.g., $180 per detail / $110 per groom):

*

What is your target revenue goal over the next 12 months?

*

What accounting software do you currently use?

*

A

QuickBooks Online / Desktop

B

Xero

C

Wave / FreshBooks

D

Excel / Spreadsheets

E

None / Personal Bank Account

Are your business and personal expenses completely separated?

*

A

Yes

B

Mostly, with a few personal items

C

No, they are mixed together

Are your books currently up to date and reconciled?

*

A

Yes, updated monthly

B

Behind by 1-3 months

C

Behind by 4+ months / Needs cleanup

What scheduling / field software do you use?

*

Average monthly payment per vehicle (Loan/Lease):

*

Average monthly fuel expense (Total fleet):

*

Commercial auto / liability insurance per month:

*

Labor & Operations Structure:

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A

Solo Operator (100% Owner Operated)

B

W-2 Hourly Employees

C

1099 Contractors

What percentage of revenue do you estimate goes toward chemicals, products, tools, and supplies? (e.g., 10-15%)

*

What are your primary financial challenges right now?

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I don't know my exact profit per job or profit per van.

Cash flow feels tight even though revenue is growing.

I want to add another van/employee but don't know if I can afford it.

I don't know how to set prices to cover gas, drive time, and wear-and-tear.

I need help building a reserve fund for unexpected equipment/van repairs.

Tax season is always a stressful surprise.

What is the #1 financial decision you need to make in the next 90 days?

*