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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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

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6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...