Accounting Expert | Remote

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Accountants, Bookkeepers & Financial Controllers.

We are seeking mid-level accounting professionals to participate in a paid remote research study focused on understanding how accountants manage everyday financial, bookkeeping, and tax-related workflows.

What You’ll Do

  • Walk through a typical accounting, bookkeeping, financial reporting, or tax preparation workflow.
  • Explain how you navigate your primary accounting and tax software.
  • Describe how you organize, review, reconcile, and manage financial information.
  • Discuss pain points, repetitive tasks, and inefficiencies in your current accounting processes.
  • React to proposed concepts for financial tools, software integrations, and workflow improvements.
  • Provide feedback on how new features could better fit real accounting workflows.
  • Share practical examples of how accounting tasks are completed in your day-to-day work.
Who Can Apply Relevant backgrounds include Accountants, Staff Accountants, General Accountants, Corporate Accountants, and Financial Accountants.

We also welcome Public Accountants, Tax Accountants, Tax Preparers, Tax Associates, and Accounting Associates.

Bookkeeping backgrounds may include Bookkeepers, Full-Charge Bookkeepers, Senior Bookkeepers, Accounting Clerks, and Accounting Specialists.

Corporate finance backgrounds may include Assistant Controllers, Financial Controllers, Accounting Managers, Finance Managers, and GL Accountants.

Accounts payable and receivable backgrounds may include AP Specialists, AR Specialists, Billing Specialists, Revenue Accountants, and Accounts Receivable Analysts.

Additional relevant backgrounds include Payroll Accountants, Cost Accountants, Management Accountants, Financial Reporting Accountants, and Small Business Accounting Professionals.

Requirements

  • Current professional working in accounting, bookkeeping, tax preparation, or a closely related financial role.
  • Approximately 2 to 6 years of hands-on professional experience.
  • Regular experience completing real accounting or tax workflows.
  • Familiarity with at least one industry-standard accounting or tax software platform.
  • Ability to explain your day-to-day processes clearly.
  • Comfortable discussing software workflows and operational pain points.
  • Strong verbal communication skills.
Preferred Background
  • Professional experience in public accounting, corporate accounting, bookkeeping, tax preparation, or financial controllership.
  • Hands-on experience with QuickBooks, Xero, NetSuite, Sage, SAP, Oracle, Microsoft Dynamics, or comparable accounting software.
  • Experience with professional tax preparation software.
  • Experience with month-end close, reconciliation, general ledger, financial reporting, or tax workflows.
  • Experience moving data between accounting systems, spreadsheets, banking platforms, payroll tools, or other financial software.
This study is ideal for accounting professionals who regularly use financial software, can clearly walk through how they complete everyday accounting tasks, and are comfortable discussing what works well, what slows them down, and how future accounting tools could better support their workflow. We are a referral partner of the client.
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