Business Details
50+ Years
experience
Trusted Accounting and Business Advisory Services
Maloney & Novotny is a certified public accounting and business advisory firm with over 90 years of experience delivering tailored financial solutions. Founded in 1932, we prioritize commitment, integrity, and teamwork to build long-term client relationships. Our team of 150+ professionals specializes in tax services, auditing, business consulting, and family office solutions, serving over 6,500 clients across diverse industries. We combine deep industry knowledge with personalized service to address complex financial challenges, including SOC compliance, risk management, and international tax consulting.Recognized as one of Accounting Today's Best Accounting Firms to Work For, we maintain affiliations with organizations like AICPA and Nexia International to ensure global expertise. Our approach emphasizes proactive problem-solving, regulatory compliance, and strategic planning to help businesses and individuals achieve financial success.
Services
Tax Services
Accounting Services
Business Consulting
Audit & Assurance
Family Office Services
SOC Reporting
Risk Advisory
Employee Benefit Plans
Nonprofit Accounting
Cybersecurity Audits
Details
- Year established: 1932
Highlights and features
- We have over 90 years of experience in accounting and advisory services.
- Our team includes 150+ professionals with industry-specific expertise.
- We offer tailored solutions for niche industries like healthcare and construction.
- We maintain global alliances through Nexia International for cross-border support.
- Our SOC compliance and cybersecurity audit services meet rigorous industry standards.
What people say
Stress-free auditing process
Proactive approach to business challenges
Expertise in niche industries
Timely responses to issues
Dedicated leader in the industry
Services
Tax Services
Maloney & Novotny provides comprehensive tax services including compliance, planning, and international consulting. Our team helps clients navigate complex regulations, maximize deductions, and prepare for audits. We specialize in industry-specific challenges for sectors like healthcare, construction, and nonprofits.
Audit & Assurance
Our audit services include SOC reporting, employee benefit plan audits, and risk management assessments. We customize approaches to address client-specific risks while ensuring regulatory compliance. The team uses advanced methodologies to minimize business disruption during engagements.
Business Consulting
We offer consulting in areas like succession planning, cost segregation, and IT risk management. Services include operational reviews, merger/acquisition support, and process optimization. Our consultants combine industry knowledge with technical expertise to improve client profitability.
Family Office Services
M+N Advisory Services provides multi-generational wealth planning, including estate tax strategies, trust administration, and charitable giving. The team offers personalized financial oversight and education for high-net-worth families through a dedicated concierge service model.
SOC Reporting
Our SOC services include Type 1/2 reports, HITRUST certification, and cybersecurity assessments. Certified professionals help clients meet regulatory requirements for financial institutions and healthcare providers. We offer initial consultations to determine reporting needs and compliance frameworks.
People
Jon Ruple
Managing Shareholder
Jon Ruple leads Maloney & Novotny as Managing Shareholder. Recognized in Forbes 2025 America's Top 200 CPAs, he oversees strategic direction and client relationships. With decades of experience in public accounting, he focuses on firm growth and professional development.
Dale Dresch
Director of IT Audit Services
Dale Dresch directs IT audit services, specializing in cybersecurity and SOC compliance. He leads HITRUST readiness projects and advises on IT risk management. With certifications including CISA and CISSP, he helps clients strengthen data security frameworks.
Steve Ansberry
Shareholder
Steve Ansberry serves as a Shareholder, focusing on audit and advisory services. With expertise in employee benefit plans and nonprofit accounting, he provides strategic guidance to clients. He contributes to the firm's technical training programs and quality assurance initiatives.
Katie Nhori
Shareholder
Katie Nhori joined Maloney & Novotny as a Shareholder, specializing in tax compliance and business consulting. She works with mid-sized companies on financial planning and regulatory matters. Her focus areas include cost segregation studies and international tax strategies.
Matthew Maloney
Former Managing Shareholder
Matthew Maloney was a founding partner and former Managing Shareholder. He led the firm for 15 years, guiding its growth through mergers and acquisitions. He passed away in June 2025 after 41 years of service to the firm and its clients.
Questions
What accounting services does Maloney + Novotny offer?
We provide tax planning, audit & assurance, business consulting, family office services, SOC reporting, and industry-specific accounting solutions for sectors like healthcare and construction.
Which industries do you specialize in?
We serve healthcare, education, nonprofit, insurance, real estate, construction, and employee benefit plans. Our teams have deep expertise in these sectors to address unique regulatory challenges.
Can I schedule a free consultation?
Yes, we offer no-cost, no-obligation consultations. Contact us through our website or call our Cleveland office to discuss your specific needs with a professional advisor.
How long has your firm been in business?
Founded in 1932, we have over 90 years of experience providing accounting services. We're one of Ohio's largest regional CPA firms with a national client base.
What certifications do your professionals hold?
Our team includes CPAs, CFPs, CISA, and CISSP-certified professionals. We maintain affiliations with AICPA, Nexia International, and industry-specific organizations for comprehensive expertise.
How do you handle cybersecurity compliance?
Our SOC reporting team specializes in HITRUST readiness, ISO 27001, and NIST framework assessments. We help financial institutions and healthcare providers meet cybersecurity audit requirements.
