Required screening for entry into our premier programs

Complete this brief pre‑qualification form to start the process. Submissions are reviewed within 3–5 business days; only qualified applicants advance.

First name*

Last name*

Email*

LinkedIn*

Job Title*

Company name*

Company Website*

Company Size (Full Time Employees "FTEs")*

None or N/A (does not qualify)

1-10 FTEs

11-50 FTEs

51 -250 FTEs

251 or more FTEs

Identify the premier program(s) of interest (Select all that apply)*

Vendor Connect: The trusted, community where leading software, technology, and service providers in the accounting profession gain the relationships, intelligence, and strategic support they need to stand out, compete effectively, and accelerate growth in a rapidly evolving market. Members gain access to boardroom-ready proprietary market models.

PAT: Engineered from proprietary alignment tech, PAT captures nonstop market signals and exposes the inefficiencies, synergies, and opportunities beneath the surface—delivering real-time boardroom‑ready signal dashboards with present and future projections, including alignment drift, vendor‑displacement probability, scenario modeling, algorithmic recommendations, and self‑versus‑market clarity.

We have engaged external advisors or consultants in the past 12 months*

Yes

What prompted your inquiry today? *

What business problem are you trying to solve? *

What outcomes do you expect from an advisory or consulting engagement?*

How do you prefer to collaborate?*

Executive level briefings

Workshops

Embedded support

Preferred engagement model*

Advisory

Strategic consulting

Ongoing partnership

Name the internal stakeholders and their roles in the organization, who would be involved in this program, from your company:

Is budget allocated?*

Yes

In approval

No budget allocated

Estimated budget range*

Below $25,000 (does not qualify)

$25,000 - $50,000

50,001 - $150,000

$150,001 or more

Timeline to begin*

Immediately

30-60 days

90+ days

Exploring options

How did you hear about us?*

Colleague / Friend

C2Acct Strategic Guide

C2Acct website

Industry event

Association/Affiliation

Web search

Other

Yes, I am willing to participate in a 30‑minute pre-qualification interview.

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