Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions
Maloney + Novotny has been a trusted partner in accounting and business advisory services since 1932, built on core values of commitment, integrity, teamwork, and the will to win. Our team of over 150 professionals serves more than 6,500 clients across diverse industries, delivering tailored solutions through tax, audit, consulting, and family office services. We prioritize long-term relationships founded on trust, combining decades of experience with innovative strategies to address complex financial challenges. Our locally owned, independent firm maintains affiliations with leading professional organizations, including the AICPA and Nexia International, ensuring global expertise with personalized service. Recognized as one of Accounting Today's Best Accounting Firms to Work For, we invest in our team's growth through initiatives like the Young Professionals Group.Our history of excellence spans nine decades, marked by mergers that expanded our capabilities while preserving our commitment to client-centric service. We specialize in industries such as healthcare, education, construction, and nonprofit sectors, offering compliance, tax planning, and strategic advisory services. Our Risk Assurance team provides SOC reporting and cybersecurity compliance, addressing modern business risks. With offices in Ohio and Florida, we serve clients nationwide, emphasizing transparency, technical proficiency, and proactive client education. Our accolades, including Crain's Cleveland Business recognition for emerging leaders, reflect our dedication to professional excellence and community impact.
Services
Tax Services
Accounting Services
Business Consulting
Audit & Assurance
Risk Assurance
Family Office Services
SOC Reporting
Details
- Year established: 1932
Highlights and features
- We offer 90+ years of experience in accounting and business advisory services.
- Our team includes certified professionals with industry-specific expertise in healthcare, education, and construction.
- We maintain affiliations with leading organizations like the AICPA and Nexia International for global standards.
- Recognized as one of Accounting Today's Best Accounting Firms to Work For since 2025.
- We provide proactive compliance solutions, including SOC reporting and cybersecurity audits.
Associations and certifications
- HITRUST
- AICPA
- Nexia International
What people say
Stress-free auditing process
Proactive approach
Timely responses
Dedicated leader in the industry
Personalized service
Services
Tax Services
Maloney + Novotny's Tax Services provide comprehensive compliance and strategic planning solutions tailored to individual and business needs. Our team stays current with evolving regulations to maximize tax savings while ensuring accuracy in reporting. Clients benefit from specialized expertise in areas like international tax, cost segregation, and R&D credits, supported by decades of experience and industry-specific insights.
Audit & Assurance
Our Audit & Assurance services focus on compliance, risk management, and financial transparency for businesses and nonprofits. We deliver customized audit plans addressing specific industry challenges, including employee benefit plans and SOC reporting. With expertise in GAAP and statutory accounting, we ensure accurate financial statements and regulatory compliance while minimizing operational disruption.
Business Consulting
Business Consulting at Maloney + Novotny includes succession planning, risk management, and operational efficiency strategies tailored to client goals. We combine industry knowledge with actionable insights to improve profitability and long-term sustainability. Services range from IT consulting to cost segregation studies, addressing both immediate challenges and future growth opportunities.
Risk Assurance
Risk Assurance services specialize in SOC reporting, HITRUST certification, and cybersecurity compliance audits for regulated industries. Our certified team (CPA, CISA, CISSP) evaluates IT controls and frameworks like NIST and HIPAA to strengthen data security. We help clients prepare for audits while aligning with industry-specific regulatory requirements.
Family Office Services
Family Office Services offer integrated financial, tax, and estate planning solutions for multi-generational families. We provide trust administration, investment benchmarking, and concierge services to preserve wealth across generations. Our dedicated team ensures confidentiality and continuity, educating family members on governance and financial stewardship.
People
Allison Sayre
Audit Senior
Allison Sayre, a 2025 Crain's Cleveland Business '20 in their 20s' honoree, brings expertise in audit services and client relationship management. She contributes to Maloney + Novotny's Young Professionals Group, fostering emerging talent development.
Jon Ruple
Managing Partner
Jon Ruple, Managing Partner, leads strategic growth initiatives and has been recognized in Cleveland Magazine's The Cleveland 500. With decades of experience, he oversees the firm's expansion and client service excellence.
Chris Carroll
Principal
Chris Carroll, a CPA with 14 years in public accounting, specializes in tax and estate planning for high-net-worth individuals. He leads M+N Advisory Services' family office solutions from Cleveland.
Steven Foster
Director
Steven Foster, a CFP and CPA with 30+ years in financial services, manages family office operations and trust administration. He previously served as a Senior Relationship Manager for a private trust company.
Kim Scott
Director
Kim Scott, with 30+ years in public accounting, focuses on high-net-worth individuals and trust entities. She oversees family office administrative services and financial reporting for M+N Advisory Services.
Questions
What industries does Maloney + Novotny specialize in?
We serve healthcare, education, construction, nonprofit, insurance, and agribusiness sectors, offering tailored accounting and advisory solutions for each industry's unique challenges.
How does Maloney + Novotny ensure audit compliance?
Our audit team customizes approaches for specific risks, adhering to GAAP and statutory standards while providing SOC reporting and cybersecurity compliance audits for regulated industries.
What tax planning services are available for businesses?
We offer corporate tax compliance, cost segregation studies, international tax consulting, and R&D credit strategies to optimize tax positions and ensure regulatory compliance.
Can I schedule a free consultation?
Yes, we provide no-cost, no-obligation consultations to discuss your accounting, tax, or business advisory needs. Contact us through our website or phone.
What makes Maloney + Novotny different from other firms?
Our 90+ years of experience, industry-specific expertise, and commitment to personalized service set us apart, supported by affiliations with global networks like Nexia International.
