Senior Accountant — Workflow & UX Reviewer for Accounting Software

Posted 4 weeks ago

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

Summary

We're building software for accounting and bookkeeping firms and want experienced practitioners to pressure-test whether our workflows match how firms actually operate. This is not bookkeeping work — you won't be doing books. You'll evaluate the product as someone who'd use it daily and tell us where it's right, wrong, or missing something. What you'll do: Walk through workflows (client setup, engagements, document handling, month-end, billing, etc.) and assess fit against real firm practice Tell us what a real firm would expect that isn't there, what's structured wrong, and what would make you trust or distrust the tool Compare against tools you've actually used Give structured, prioritized feedback — not "I like it / I don't" You're a strong fit if you: Are a practicing or former CPA, accountant, or senior bookkeeper Have worked across multiple firms or clients — ideally onboarded/implemented firms onto practice management or accounting tools Can clearly articulate why a workflow is off and what would fix it Have strong opinions about the tools you use today To apply: Tell us about the firms/clients you've worked with and the size of those practices Which practice management, document, or accounting tools have you used, and which do you have the strongest opinions about? Describe one workflow in your current tools that frustrates you, and how you'd fix it This role requires signing an NDA before product access. We'll begin with a small paid trial review before ongoing work.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $30.00

    -

    $60.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Accounting
Intuit QuickBooks
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:2 weeks ago
  • Interviewing:
    3
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 11, 2026
  • United States
    5:00 AM

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