Accounting Professionals: Interview on QuickBooks Workflows
About this role
What We're Researching
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.
How It Works
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.
Who This Is For
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.
What You'll Do
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
Who Should Apply
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
Compensation
$70 per task
Ready to participate?
About Terac
Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.
Learn more at terac.com or on YouTube at @jointerac.
Company at a glance
Terac is an AI-native two-sided marketplace headquartered in downtown San Francisco that connects enterprises with specialized expertise to high-quality professionals on demand. The company's mission is to fundamentally change how labor is allocated globally by using AI-driven matchmaking to connect experts with work opportunities based on thousands of signals about capability, performance, preferences, and potential. Currently placing thousands of experts per month across 50+ projects for 25+ clients, Terac serves leading AI research companies, market research firms, data companies training AI models, and research organizations. With a panel of 100,000+ professionals and ambitions to scale to 10 million, the company has achieved an eight-figure annual run rate and expects to exceed $10 million in revenue in the next year. Having raised $9 million in seed funding, Terac is preparing to launch a Series A round while rapidly expanding its team from 4-5 people to approximately 15 members, with plans to reach 30 by year end.
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