Accounting Professionals: Evaluation of Core Workflows

Overview

A paid remote research study on accounting workflows, in which participants walk through how they manage financial records or tax preparation and share feedback on current software tools.

What you'll do

• Walk through your typical process for managing financial data.
• Describe how you utilize your primary accounting software in your day-to-day work.
• Evaluate specific workflow scenarios and provide professional feedback.
• Discuss common bottlenecks you encounter during critical reporting periods.
• React to different scenarios and describe the challenges you face during busy reporting periods.
• Provide feedback on potential workflow improvements and software integrations.

What you'll need

• Active role as an accountant, bookkeeper, or tax professional.
• Mid-level accounting professional who regularly handles financial reporting, tax preparation, or bookkeeping.
• Practical experience relying on industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx to complete core work.
• Hands-on experience with tools like QuickBooks Desktop, UltraTax CS, CCH ProSystem fx, or Excel.
• Familiarity with managing daily financial reporting or tax preparation workflows.
• Comfortable discussing technical software challenges in a professional setting.

Details

• Remote session.
• Paid at $1,500 per task.