Maloney + Novotny's firm-wide Assurance Modernization plan spans financial statement audit, IT attest, and advisory services, with Fieldguide’s agentic AI-native platform serving as a unified environment to support its people, client relationships, and commitment to service excellence.
SAN FRANCISCO – June 22, 2026 – Maloney + Novotny, LLC, a leading regional CPA and advisory firm headquartered in Cleveland, Ohio, has selected Fieldguide as the foundation of its assurance practice, deploying the AI-native platform across financial statement audit, IT attest, advisory services, and related assurance engagements as part of a firm-wide Assurance Modernization plan. The initiative is designed to give Maloney + Novotny's professionals the tools and environment to deepen client relationships and deliver higher-value work across every engagement they serve.
The firm's decision goes beyond platform selection. Maloney + Novotny is modernizing how its assurance practice operates by unifying service lines into a single environment, eliminating the friction that pulls professionals away from client-facing work and creating more capacity for collaboration, insight, and relationship-driven service without compromising the trusted advisor relationships the firm has built over decades.
"At Maloney + Novotny, our role as trusted advisors is rooted in relationships, responsiveness, and delivering value to our clients," said Jon Ruple, CPA, Managing Partner of Maloney + Novotny. "Our work with Fieldguide is an important part of our broader Assurance Modernization plan, which is not simply about adopting new software. It is about building an assurance practice that gives our people the tools, environment, and capacity to service clients more effectively. By bringing our assurance teams onto a unified platform, we can focus more of our time on client service, collaboration, and the insights that matter most to our clients."
"The firms building durable practices right now aren't waiting to see how this plays out; they're making intentional decisions about what kind of practice they want to run a decade from now," said Jin Chang, co-founder and CEO of Fieldguide. "Maloney + Novotny's Assurance Modernization plan is exactly that kind of move. Fieldguide is built for firms that put their people and their clients first, and we're proud to be part of what they're building."