Part 6: Accountant Connect: Pay Data, Compliance Insights, and Business Valuation Support

In this episode of Financially Fit Business, I sit down with Heather Spraduto from ADP to talk about Accountant Connect and how it helps accountants and advisors support clients with better data and clearer insights.

We discuss how Accountant Connect provides real compensation and benefits benchmarks to answer common client questions like what to pay new hires, how to respond to raise requests, and how pay compares across roles and industries. Heather also explains how the platform surfaces compliance alerts, including retirement plan requirements and other regulatory changes, so advisors can stay ahead of issues before they become problems.

We also explore business valuation tools available through BizEquity and why understanding valuation is critical for long-term planning, exit strategies, and informed decision-making. Finally, we touch on how integrations with tools like Clover POS can streamline reporting and reduce friction for both advisors and business owners.

This episode is a practical look at how technology and data can elevate the advisor role from transactional support to trusted strategic guidance.

Listen To My Other Podcast Episodes

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IRS AI Guidance: What Tax Professionals Need to Know

Using AI in tax work brings new responsibilities. Les Bryson explains what tax professionals should know about verification, workflows and protecting client data.