Business Details
50+ Years
experience
Trusted Accounting & Business Advisory Services
Maloney & Novotny has been delivering trusted accounting and advisory services for over 90 years, built on core values of commitment, integrity, and teamwork. Our team of more than 150 professionals serves 6,500 clients across diverse industries, offering tailored solutions in tax, audit, business consulting, and risk assurance. We combine deep industry expertise with personalized service to help businesses navigate complex financial challenges. Our locally owned, independent structure ensures clients receive strategic guidance from professionals who understand their unique needs. With offices in six locations, we maintain a strong regional presence while leveraging global alliances to deliver comprehensive solutions. Our history of excellence dates back to 1932, when Herb Hausser and Carl Heintel founded what would become one of Ohio's largest regional CPA firms.We prioritize long-term client relationships, demonstrated through our recognition as one of Accounting Today's Best Accounting Firms to Work For. Our specialized teams in agribusiness, healthcare, education, and employee benefit plans provide industry-specific insights that drive measurable results. Through continuous innovation and adherence to the highest professional standards, we empower clients to achieve sustainable growth. Our commitment to community leadership is reflected in initiatives like the Young Professionals Group and active participation in local business development programs.
Services
Tax Services
Accounting Services
Business Consulting
Audit & Assurance
Risk Assurance
Family Office Services
Employee Benefit Plans
Nonprofit Accounting
Construction Accounting
Healthcare Consulting
Details
- Year established: 1932
Highlights and features
- We offer 90+ years of experience in accounting and business advisory services
- Our team includes specialists in agribusiness, healthcare, and education sectors
- We maintain a proprietary program for efficient nonprofit tax compliance
- Our professionals hold leadership roles in major industry organizations
- We provide access to global resources through Nexia International membership
What people say
Stress-free auditing process
Proactive approach to business needs
Timely responses to issues
Dedicated industry experts
Proven financial solutions
Services
Tax Services
Our full-service tax department delivers strategic planning and compliance solutions tailored to each client's unique needs. We specialize in corporate tax compliance, international tax consulting, and individual estate planning while maintaining expertise in emerging areas like R&D tax credits and captive insurance structures. With professionals certified in QuickBooks and extensive experience across industries, we help clients maximize value through proactive tax strategies that align with long-term business goals.
Audit & Assurance
We provide comprehensive audit and assurance services including SOC reporting, employee benefit plan audits, and internal control assessments. Our team specializes in compliance with regulatory requirements for nonprofits, healthcare organizations, and employee benefit plans while offering value-added insights to improve financial processes. With expertise in Sarbanes-Oxley compliance and risk management assessments, we help organizations strengthen their financial controls and reporting accuracy.
Business Consulting
Our business consulting services address operational challenges across industries, including succession planning, cost segregation, and IT risk management. We offer specialized expertise in construction accounting, healthcare financial management, and nonprofit governance while providing strategic guidance on mergers, acquisitions, and business valuations. Our consultants combine technical knowledge with practical solutions to improve clients' financial performance and operational efficiency.
Risk Assurance
We specialize in risk assurance services including SOC compliance, HITRUST certification, and ISO 27001 readiness assessments. Our team helps organizations evaluate cybersecurity frameworks, implement data protection measures, and prepare for regulatory examinations. With expertise in NIST 800-53 and HIPAA compliance, we provide comprehensive risk management solutions that protect sensitive information and ensure regulatory compliance across multiple industries.
Family Office Services
Our Family Office Services provide comprehensive wealth management solutions for multi-generational families, including estate planning, tax optimization, and investment strategy. We help clients navigate complex financial matters with personalized approaches that preserve wealth across generations. Through coordinated planning and specialized advisory services, we address the unique needs of high-net-worth families while ensuring long-term financial security and legacy preservation.
People
Adam Alletto
Senior Manager Business Development
Adam Alletto brings extensive experience in business development to Maloney & Novotny, leveraging industry relationships to connect clients with tailored financial solutions that drive growth and operational efficiency.
Ron Ambrogio
Director of Business Development
Ron Ambrogio specializes in identifying strategic opportunities for clients, combining deep market knowledge with personalized service to help businesses achieve their financial objectives through effective advisory relationships.
Chris Anderson
Shareholder
As a shareholder, Chris Anderson provides expert guidance in tax and accounting matters, drawing on extensive industry experience to deliver customized solutions that enhance client financial performance.
Steve Ansberry
Shareholder
Steve Ansberry, a recognized industry leader, contributes specialized expertise in nonprofit financial reporting and compliance, having been honored as a key speaker at professional webinars addressing sector-specific accounting challenges.
Gianna Argie
Senior Tax Manager
Gianna Argie specializes in tax planning and compliance, providing strategic guidance to clients on complex tax matters while maintaining a focus on maximizing financial efficiency and regulatory compliance.
Questions
What industries does Maloney + Novotny specialize in?
We serve diverse industries including healthcare, education, agribusiness, construction, nonprofit organizations, and employee benefit plans with specialized expertise in each sector.
Do you offer services outside Ohio?
Yes, we serve clients in Florida, including Clearwater, and provide national and international accounting services through our Nexia International membership.
What tax planning services do you provide?
Our tax services include corporate compliance, international tax consulting, R&D credits, captive insurance strategies, and individual estate planning tailored to client needs.
How do you handle employee benefit plan audits?
We perform over 150 plan audits annually, specializing in defined benefit/contribution plans, 403(b) plans, and ESOPs with a dedicated team including former IRS agents.
What construction accounting services do you offer?
We provide specialized construction accounting services addressing bonding, cash management, construction claims, and regulatory compliance to help contractors improve financial performance.
Do you offer cybersecurity compliance services?
Yes, we provide SOC reporting, HITRUST certification, and ISO 27001 readiness assessments to help organizations strengthen cybersecurity controls and regulatory compliance.
