Top Workplace Maloney + Novotny is recognized as a Top Workplace in northeast Ohio, signaling strong employer branding and employee satisfaction. This presents an opportunity to position the firm as a stable partner for client-centric initiatives and workforce-related advisory services.

Growth & Leadership Recent leadership additions and a new principal in Cleveland, plus board-level involvement for the Ohio Society of CPAs, highlight an expansion of leadership capacity and industry influence. This can open doors for strategic collaborations, executive-level advisory engagements, and cross-selling of leadership and governance services.

Tech-Forward Adoption of Fieldguide’s AI-native platform to modernize the assurance practice indicates a commitment to technology-driven services. There is a sales opportunity to offer advanced analytics, automation, and AI-enabled risk assessment solutions to current and prospective clients seeking efficiency and innovation.

Client-Ready Programs Launch of M+N Insights and ongoing webinar partnerships show a focus on knowledge sharing and client education. This creates a channel for ongoing advisory engagements, bundled training programs, and consulting opportunities around financial planning, governance, and industry insights.

Regional Reach Five offices in Ohio plus a Florida presence, backed by Nexia International membership, suggest robust regional coverage and international referral capabilities. This positions the firm to target mid-market clients seeking scalable, cross-border accounting, tax, and advisory support.