Meaden & Moore Frequently Asked Questions

At Meaden & Moore, we help organizations navigate complex regulatory environments with confidence. Whether you’re responding to evolving tax laws, meeting audit requirements, or preparing for government scrutiny, our teams deliver proactive, detail-oriented support that reduces risk and ensures peace of mind.

• Audit & Assurance Services: We perform financial statement audits, reviews, compilations, and attestation services. We also assess and improve internal controls and evaluate financial procedures, helping with benchmarking and financial integrity to give stakeholders confidence.

• Employee Benefit Plan Audits: As one of a select group of firms auditing more than 100 plans nationwide, we offer deep expertise in ERISA, DOL, and IRS compliance. Our dedicated benefits team serves plans ranging from $1 million to $21 billion in assets.

• Tax Planning & Compliance: From corporate filings to complex multi-state and international tax issues, we ensure your tax reporting is accurate and timely. We also represent clients in front of federal and state authorities during audits and examinations.

• Ongoing Regulatory Monitoring: We stay ahead of regulatory changes by actively engaging with professional organizations like the AICPA, AGN International, and industry-specific audit and tax committees. Our clients benefit from insights that are both current and practical.

• Industry Knowledge & Specialized Services: For industries with heavy regulatory oversight (e.g., public companies under PCAOB/SEC, benefit plans under DOL/IRS), we bring specialized expertise to ensure compliance and mitigate risk. We also keep up with changes in technical standards, such as U.S. GAAP, IFRS, and auditing standards,  through professional associations and ongoing training.

Compliance isn’t just about avoiding penalties. It’s about protecting your reputation, satisfying stakeholders, and building a resilient organization. That’s the standard we uphold at Meaden & Moore.

Meaden & Moore meets the highest standards of professional excellence because precision, credibility, and trust matter to the clients we serve.

Our team includes licensed and credentialed professionals such as:

• Certified Public Accountants (CPAs) – who bring deep expertise in tax law, financial reporting, and audit compliance.
• Certified Fraud Examiners (CFEs) – who specialize in detecting, preventing, and investigating fraud across complex financial environments.
• Certified in Financial Forensics (CFFs) – professionals trained to deliver credible, defensible analysis for litigation, insurance claims, and forensic investigations.
• Accredited Estate Planners (AEPs) – advisors with advanced knowledge in estate planning strategies, wealth transfer, and trust administration.
• Accredited in Investment Fiduciary Analysts (AIFAs) – professionals who demonstrate specialized expertise in fiduciary responsibility and investment oversight.

We are also proud to hold the following institutional accreditations:

• ISO/IEC 17025 Accreditation – a global standard for technical competence in investigative and forensic accounting, validating the quality and reliability of our testing and analytical methods.
• AICPA Peer Review Compliance – affirming adherence to the highest standards in accounting and auditing.
• Full compliance with standards set by the IRS, Department of Labor (DOL), and other state and federal agencies.

In addition, we maintain active membership and leadership roles in professional organizations such as the American Institute of CPAs (AICPA) and AGN International, helping us stay ahead of evolving standards and emerging industry expectations.

Meaden & Moore brings deep experience and insight to a diverse set of industries. We understand that every sector has unique financial, regulatory, and operational demands, so we tailor our services accordingly to help our clients lead with confidence.

We serve industries including:

• Construction & Real Estate: We help firms manage complex project accounting, bonding requirements, job costing, and succession planning. Our advisors bring decades of experience navigating cyclical markets, ownership transitions, and tax strategies tailored for developers and contractors.

• Hotel & Hospitality: We support operators with cash flow forecasting, tax structuring, and real-time financial reporting across multi-property portfolios and family-run enterprises.

• Insurance: Our forensic team works closely with insurance carriers and adjusters to provide defensible claim evaluations, litigation support, and subrogation assistance. We’re known for our clarity, responsiveness, and credibility in high-stakes matters.

• Long-Term Care: We provide accounting, tax, and advisory services tailored to both for-profit and not-for-profit long-term care providers. With experience inside provider organizations, we deliver practical support for audits, general accounting, compliance, and strategic growth.

• Manufacturing: We support mid-market manufacturers with cost accounting, inventory management, ERP integration, and strategic tax planning, especially those navigating growth, expansion, or ownership transitions.

• Multi-Generational Businesses: Navigating a family business across generations requires more than just tax and audit support. It takes strategic guidance through every stage of growth and transition. We help owners balance operational demands with family dynamics, preparing for succession, governance, and long-term continuity.

• Not-for-Profit: In a competitive funding landscape, sustainability starts with transparency. We help not-for-profits build trust through strong financial reporting, governance, and compliance, ensuring funders see your organization as a reliable steward of their support.

• Private Equity & Private Office: As investor expectations and regulatory demands grow, fund managers need more than standard compliance – they need strategic support that drives efficiency and trust. We deliver both, helping private equity firms and family offices streamline oversight and exceed investor standards.

• Technology: Rapid innovation and capital pressure are constant in the technology services. We bring multi-disciplinary teams that help growth-focused companies stay agile, offering financial, tax, and strategic guidance to navigate change, attract funding, and scale with confidence.

• Transportation: We go beyond the books to understand your full operating environment, identifying opportunities to improve profitability, streamline operations, and support growth. Our team also helps secure the funding and credit you need to move your strategic plan forward.

• Wholesale & Distribution: In a market shaped by global competition and shifting expectations, wholesale and distribution companies need to stay agile. We help streamline operations, improve efficiency, and support growth with tools and insights tailored to inventory management, margin analysis, and ERP integration.

Whether you're navigating regulation, scaling operations, or planning a transition, Meaden & Moore delivers guidance tailored to your industry realities and long-term goals.

Meaden & Moore operates several offices across the United States, each offering a range of specialized services:

• Cleveland, OH (Headquarters): Offers a full suite of services including audit & assurance, tax planning, benefit plan design and administration, financial planning, business transactions and valuations, risk management, insurance loss consulting, litigation support, and business consulting.

• Akron, OH: Provides expert accounting, tax, and business consulting services, including tax planning and compliance, detailed financial analysis, and process evaluation to help clients improve operations and decision-making.

• Columbus, OH: Delivers a combination of forensic and investigative accounting, audit & assurance, benefit plan design and administration, and business consulting solutions, serving both Ohio-based and national clients.

• Wooster, OH: Offers comprehensive accounting, tax, audit, and advisory services, with a strong focus on supporting family-owned and closely held businesses in defining and achieving their strategic goals.

• Boston, MA; Charlotte, NC; Chicago, IL; Denver, CO; Los Angeles, CA; New York, NY; Orlando, FL; Pittsburgh, PA; and San Francisco, CA: These offices specialize in forensic accounting, insurance claim evaluations, litigation support, and investigative services for insurance companies, legal counsel, and independent adjusters.

This national network allows Meaden & Moore to provide responsive, expert support across a broad range of industries and needs.

Yes. Our ERP Consulting Group specializes in helping mid-market businesses select, implement, and optimize ERP systems that align with their operational goals, reporting needs, and growth plans.

What sets us apart:

• Independent, Vendor-Agnostic Guidance: We don’t sell software, so our recommendations are based solely on what’s best for your business.
• Practical, Business-First Approach: We speak the language of finance and operations (not just IT), ensuring that your ERP solution improves processes, not just systems.
• Full-Lifecycle Support:  From needs assessment and software selection to implementation oversight, change management, and post-go-live optimization, we stay engaged every step of the way.
• Expertise Across Platforms: Our team has experience with major systems, including NetSuite, Sage Intacct, Acumatica, Microsoft Dynamics, and more.

Whether you're moving off spreadsheets, replacing outdated software, or preparing for your next stage of growth, Meaden & Moore helps you make confident, cost-effective ERP decisions. Explore our ERP consulting services. 

Onboarding is designed to be efficient, structured, and collaborative. Once you engage with us, we begin with a discovery session to understand your current systems, financial goals, pain points, and operational context. We’ll outline timelines, set clear deliverables, and assign a team of professionals tailored to your industry and service needs. Expect transparency, defined milestones, and proactive communication throughout the process. Learn more about what it's like to work with us.

Meaden & Moore offers a wide range of career opportunities for professionals who want to grow in a supportive, high-integrity environment. We’re actively hiring across several service areas, including:

• Tax & Accounting: Help clients stay compliant, optimize performance, and plan for growth. Roles span everything from corporate tax and assurance to benefit plan audits and private client services.
• Investigative & Forensic Services: Join our nationally recognized forensic team in delivering expert financial analysis, litigation support, and fraud investigations for insurers, attorneys, and corporations.
• ERP & Business Consulting: Work with growing companies to implement ERP systems, improve processes, and guide strategic initiatives that drive long-term success.

At Meaden & Moore, we offer:

• Structured career paths with clear advancement opportunities for both entry-level and experienced professionals

• Meaningful mentorship and direct access to leadership

• A collaborative culture where your voice matters and your growth is prioritized

• High-impact projects with clients across North America and globally through our AGN International affiliation

Whether you're just starting your career or looking to make your next move, Meaden & Moore offers the tools, people, and purpose to help you succeed.

At Meaden & Moore, our culture is the reason people join and stay. We’re proud to foster a collaborative, respectful, and growth-oriented environment where professionals at all levels feel valued and supported.

Here’s what you can expect:

• Supportive Team Atmosphere: We believe in shared success. You’ll work alongside experienced mentors who are invested in your development, and teammates who value collaboration over competition.

• Balanced Approach to Work & Life: With flexible work arrangements, generous benefits, and a commitment to well-being, we help you succeed both in and out of the office.

• Career Growth From Day One: Whether you're starting as an intern or joining at the manager level, you'll have access to clear career paths, performance coaching, and leadership opportunities.

• A Culture of Recognition: We’re a multi-year Top Workplace award recipient, consistently recognized for our people-first mindset and commitment to continuous improvement.