Expert Work · Task project
We are conducting a paid study to evaluate common accounting workflows and software usage. We need experienced accounting professionals to walk us through how they manage daily financial tasks using standard industry tools.
THE OPPORTUNITY
We are conducting a paid study to evaluate common accounting workflows and software usage. We need experienced accounting professionals to walk us through how they manage daily financial tasks using standard industry tools.
We are running a paid study on accounting workflows to understand how financial professionals manage their daily tasks. The goal is to evaluate the efficiency of current software tools and identify areas where standard processes can be improved. Your feedback will help shape better solutions for core accounting operations.
During this remote session, you will walk us through a typical workflow for managing financial records or tax preparation. You will discuss how you utilize specific features within your primary accounting software to complete these tasks. We will ask you to react to different scenarios and describe the challenges you face during busy reporting periods. Finally, you will provide feedback on potential workflow improvements and software integrations.
We are looking for mid-level accounting professionals who regularly handle financial reporting, tax preparation, or bookkeeping. We welcome CPAs, staff accountants, tax associates, and corporate bookkeepers. Candidates should have practical experience relying on industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx to complete their core work.
Role details are copied from the Terac listing and can change. Check the platform before you apply.
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