Accounting Professionals: Interview on QuickBooks Workflows

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 optimize their accounting tasks.

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 hinders your productivity. The conversation will focus heavily on your real-world usage rather than hypothetical scenarios.

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 choices.

• 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

• Current accounting professional, bookkeeper, or CPA
• Power user of QuickBooks with extensive hands-on experience
• Comfortable joining a remote video call and sharing your screen
• Ability to articulate the reasoning behind your workflow choices

• 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.