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Accounting Professionals: Interview on QuickBooks Workflows

Terac
Remote Full Time Negotiable Aug 9, 2026

About the Job

We're running a paid study on how financial experts manage complex workflows within standard accounting software. Understanding these daily processes helps us design better tools for handling books, reporting, and reconciliation. The goal of this research is to see firsthand how experienced users navigate and optimi...

During this remote video interview, you will share your screen and walk us through a typical accounting workflow. We will ask you to demonstrate how you navigate the software to accomplish specific financial tasks. You will also discuss the workarounds you use and highlight areas where the interface either helps or ...

We are looking for practicing accounting professionals who consider themselves power users of QuickBooks. We welcome CPAs, bookkeepers, staff accountants, and fractional CFOs who rely on this software daily. Candidates should be comfortable sharing their screen and explaining the rationale behind their workflow choi...

Key Responsibilities

Walk us through a typical financial workflow via screen share
Explain the steps you take to complete complex accounting tasks
Discuss your pain points and workarounds within the software interface
Answer questions about how you optimize your daily routines

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