Accounting Professionals: Interview on QuickBooks Workflows at Terac (United States)
Terac· United States·
Role details
Job description
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
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 terac.com or on YouTube at @jointerac youtube.com/@jointerac.
Why work at Terac
- Ground-Floor Opportunity: As a seed-stage company founded in 2025, early employees will have significant ownership and influence over the product and company culture.
- Mission-Driven Work: The company is tackling a "generational shift" in how labor is allocated, offering a compelling narrative for those interested in the future of AI and work.
- Culture & Team: Described as a "tight-knit crew in San Francisco that moves fast, sweats the details, and likes being around each other." The team includes engineers, operators, and storytellers.
- Unique Hiring Process: Features a paid, week-long work trial to ensure a mutual fit, with full transparency on company metrics (revenue, runway, growth) before an offer is accepted.
- Compensation & Benefits: Offers meaningful salary, early-stage equity, comprehensive health/dental/vision coverage, daily meals, relocation support, and team offsites.
- Work Policy: Remote-friendly with hubs in San Francisco, Lisbon, and São Paulo. Many roles are listed as San Francisco-based or hybrid.