Accounting Professionals: Evaluation of Core Workflows

What We're Researching

We are running a paid study on accounting workflows to understand how financial professionals manage their daily tasks. The goal is to evaluate the efficiency of current software tools and identify areas where standard processes can be improved. Your feedback will help shape better solutions for core accounting operations.

How It Works

During this remote session, you will walk us through a typical workflow for managing financial records or tax preparation. You will discuss how you utilize specific features within your primary accounting software to complete these tasks. We will ask you to react to different scenarios and describe the challenges you face during busy reporting periods. Finally, you will provide feedback on potential workflow improvements and software integrations.

Who This Is For

We are looking for mid-level accounting professionals who regularly handle financial reporting, tax preparation, or bookkeeping. We welcome CPAs, staff accountants, tax associates, and corporate bookkeepers. Candidates should have practical experience relying on industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx to complete their core work.

Responsibilities

• Walk us 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.

Requirements

• Active role as an accountant, bookkeeper, or tax professional
• 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