Paid Research Interview — Tax Preparers & Staff Accountants at Small CPA Firms

Posted 17 hours ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

I'm researching how work actually gets done inside small accounting and CPA firms (bookkeeping, monthly accounting, tax). You're a fit if you work (or recently worked) at a US accounting or CPA firm doing bookkeeping, monthly accounting, or tax — any role that touches the work: bookkeeper, tax preparer, staff/senior accountant, manager. We'll talk about: • Your workflow start to finish — what clients send, what you do with it, who reviews it • Where the time actually goes and the most painful parts • What your software solves vs. what's still manual • How the firm runs — team size, billing, client mix TO APPLY: Start your proposal with the main software you use (QBO, Lacerte, UltraTax, Drake, Xero, etc.), then your role + firm headcount, and one sentence on the most time-consuming part of your job.

  • $80.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Financial Accounting
CPA
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:1 hour ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 7, 2026
  • United States
    2:45 PM

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