Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Maloney + Novotny has been a trusted partner in accounting and business advisory services for over 90 years, built on core values of commitment, integrity, and teamwork. Our team of more than 150 professionals serves over 6,500 clients across diverse industries, delivering tailored solutions through tax, audit, consulting, and family office services. We prioritize long-term client relationships, combining deep industry expertise with personalized attention to address unique business challenges. Our locally owned, independent firm offers national-level resources through partnerships like Nexia International, ensuring global reach with a local touch. Recognized for excellence, including Forbes Top 200 CPAs and Accounting Today's Best Accounting Firms to Work For, we remain dedicated to innovation and client success.Our professionals hold prestigious certifications and maintain active roles in organizations like AICPA and The Ohio Society of CPAs, reinforcing our authority in the field. We emphasize transparency, ethical standards, and continuous education, reflected in our proprietary programs for nonprofit compliance and specialized services for industries like healthcare, education, and construction. Our commitment to client satisfaction is demonstrated through proactive communication, timely responses, and a focus on strategic growth. With offices in six locations, we serve clients in Clearwater, Cleveland, Columbus, and beyond, offering services from basic bookkeeping to complex risk advisory solutions. This enduring dedication to excellence has solidified our reputation as a proven leader in the accounting industry.
Services
Tax Services
Accounting Services
Business Consulting
Audit & Assurance
Risk Advisory
Family Office Services
SOC Reporting
Employee Benefit Plans
Nonprofit Accounting
Construction Industry Services
Details
- Year established: 1932
Highlights and features
- We offer over 90 years of combined experience in accounting and business advisory services.
- Our team includes 150+ professionals with specialized expertise across 15+ industries.
- We provide personalized service through locally owned offices with global resources.
- Our firm is recognized in Forbes Top 200 CPAs and Accounting Today's Best Firms to Work For.
- We maintain active memberships in AICPA, Nexia International, and state CPA societies.
What people say
Proactive approach
Industry expertise
Personalized service
Stress-free audits
Strategic growth
Services
Tax Services
Our full-service tax department delivers customized solutions through compliance, planning, and international consulting. We specialize in cost segregation studies, R&D tax credits, and nonprofit tax strategies while maintaining proactive communication about regulatory changes. With expertise in corporate, individual, and estate tax matters, our team ensures optimal tax positions for businesses across industries like healthcare, construction, and agribusiness.
Audit & Assurance
We provide comprehensive audit, review, and compilation services tailored to client needs. Our specialists handle employee benefit plan audits, SOC reporting, and Sarbanes-Oxley compliance while offering risk management assessments. With experience serving nonprofits, healthcare providers, and educational institutions, we combine technical expertise with industry-specific insights to ensure accurate financial reporting and regulatory compliance.
Business Consulting
Our consulting services address operational challenges through business valuations, succession planning, and IT risk management. We offer cost segregation analysis, inventory management strategies, and merger/acquisition support while providing QuickBooks expertise and internal control assessments. This holistic approach helps clients improve profitability and implement sustainable growth strategies across diverse sectors.
Risk Advisory
We specialize in SOC reporting, HITRUST certification, and ISO 27001 compliance assessments. Our team conducts framework-based risk evaluations using NIST and HIPAA standards while preparing organizations for cybersecurity audits. With certified professionals in CISA and CISSP credentials, we help financial institutions and healthcare providers strengthen data protection and meet regulatory requirements.
Family Office Services
M+N Advisory Services offers multigenerational wealth planning through tax strategies, trust administration, and charitable giving solutions. Our team provides personalized financial oversight, estate planning, and educational programs for family governance. With dedicated professionals handling bill payment, investment benchmarking, and concierge services, we ensure continuity across generations while maintaining strict confidentiality.
People
Jon Ruple
Managing Shareholder
Recognized in Forbes 2025 Top 200 CPAs, Jon leads with expertise in public accounting and strategic growth. He oversees firm operations and client relationships while maintaining active involvement in professional development.
Dale Dresch
Director of IT Audit Services
Certified CISA professional with extensive experience in cybersecurity audits and HITRUST compliance. He leads SOC reporting initiatives and provides IT risk management solutions for financial and healthcare clients.
Steve Ansberry
Shareholder
Experienced tax advisor specializing in corporate compliance and strategic planning. He focuses on delivering customized solutions for middle-market businesses while maintaining active CPA society memberships.
Katie Nhori
Shareholder
Audit specialist with expertise in nonprofit accounting and regulatory compliance. She leads engagements for educational institutions and charitable organizations, emphasizing transparent financial reporting.
Chris Carroll
Principal
Family office expert with 14 years in wealth planning and estate management. He advises high-net-worth clients on tax strategies and multigenerational wealth preservation as part of M+N Advisory Services.
Questions
What accounting services does Maloney + Novotny offer?
We provide tax planning, audit & assurance, business consulting, SOC reporting, and family office services tailored to specific industry needs.
How can I schedule a consultation?
Complete our online form for a free, no-obligation consultation with our accounting professionals in Cleveland or Clearwater offices.
Which industries do you specialize in?
We serve healthcare, education, construction, nonprofit, insurance, and agribusiness sectors with customized accounting solutions.
Are you an independent accounting firm?
Yes, we're locally owned with national resources through Nexia International partnerships while maintaining office locations in six cities.
What certifications do your professionals hold?
Our team includes CPAs, CFPs, CISA, and CISSP certified experts with active memberships in AICPA and state CPA societies.
How do you handle cybersecurity audits?
Our risk advisory team specializes in SOC reporting, HITRUST certification, and ISO 27001 compliance assessments for financial institutions.
