Accounting Professionals: Workflow Evaluation Study

About the role

We're running a paid study on the daily workflows of accounting professionals. The goal is to understand how practitioners navigate tasks within their primary software environments. Your feedback will directly influence the design of future financial tools and integrations.

You will join a remote video call to discuss your current accounting processes. We will ask you to walk through a typical workflow, detailing how you handle common scenarios. You will then react to several concepts designed to streamline these tasks. Finally, we will gather your feedback on potential improvements to existing software interfaces.

We are looking for mid-level accounting professionals who regularly manage financial workflows. We welcome public accountants, corporate accountants, bookkeepers, and financial controllers. Candidates should have hands-on experience with standard tax and accounting software packages.

The referral details describe questions about your workflow and software usage as taking approximately 10 minutes.

Scope of Work

• Walk us through a typical accounting or tax preparation workflow.
• Describe how you navigate your primary software tools.
• React to proposed concepts for new financial integrations.
• Discuss pain points in your current day-to-day accounting processes.

What you’ll bring

• Current professional in the accounting field
• 2-6 years of hands-on experience
• Familiarity with industry-standard accounting or tax software
• Comfortable discussing workflows over a remote video call
• Must be 18 years of age or older.
• Must be fluent in English.
• Primary professional functional area must be Accounting or Bookkeeping.
• Must hold a role such as Staff Accountant, Senior Accountant, Tax Preparer, Accounting Manager, Controller, Bookkeeper, AP/AR Specialist, Auditor, or Business Owner with accounting duties.
• Must personally use QuickBooks Desktop, Thomson Reuters UltraTax CS, Microsoft Excel, or CCH ProSystem fx in a professional setting.
• Must be willing to detail a complex accounting, tax, or financial modeling problem they solved using their software tools.

Benefits

Not provided in the source listing.

Contract & Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote opportunity that can be completed on your own schedule.
• Opportunities can be extended, shortened, or concluded early depending on needs and performance.
• Your participation will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are processed weekly based on services rendered.
• We are unable to support H1-B or STEM OPT candidates at this time.

Where you can work

Country eligibility has not been provided. Confirm with the employer.

Remote does not always mean work from any country. Always check the employer’s location and working-hour requirements.