Add Integrity. Multiply Growth.
Your accountant, CFO, IT team and insurance broker, working together as one partner. Built on a six-generation family legacy, for growing businesses from startup to succession.
Most businesses hire their accountant, consultant, IT provider and insurance broker separately, and no one sees the whole picture.
When your advisors don't talk to each other, things fall through the cracks: a tax strategy that ignores your coverage, a system upgrade that breaks your reporting, a growth plan nobody has priced. We bring all four disciplines under one roof, so every recommendation accounts for the rest of your business.
- One relationship and one point of contact across all four practices
- Advice that weighs taxes, cash flow, technology and risk together
- Start with one or two practice areas and add more as you grow
- A partner from startup to succession
Four practice areas, coordinated as one.
Each practice is a deep specialty on its own. Together, they cover the financial, technology and risk needs of a growing business.
Accounting & Tax
Bookkeeping, tax, payroll, audit support and outsourced accounting for every type of entity.
- Tax planning, preparation & IRS representation
- Payroll processing & compliance
- Audit & assurance support
- Outsourced accounting department (CAS)
Business Consulting
CFO and business consulting services for strategic growth and financial control.
- Fractional CFO & controller services
- Cash flow forecasting & budgeting
- Board reporting, KPIs & dashboards
- Quarterly performance reviews
Technology
Managed IT, cybersecurity, cloud and technology consulting for modern businesses.
- Managed IT & help desk support
- Cybersecurity & compliance
- Cloud services & business applications
- AI, automation & IT projects
Insurance
Personal, commercial, benefits, retirement and life coverage built around your risk profile.
- Personal & commercial property and casualty
- Employee benefits & retirement plans
- Life insurance & financial protection
- Risk reviews & claims advocacy
A clear process, built to move quickly.
We start from the financial data you already have, so you see results sooner.
Discovery
We review your current financials, systems and coverage, and confirm your priorities.
Strategic Planning
We define the scope, deliverables and timeline, with clear pricing before work begins.
Implementation
Our team carries out the engagement end to end, coordinated across practice areas.
Ongoing Partnership
We meet regularly and add services as your priorities and your business evolve.
Advice grounded in how your sector actually works.
We serve 21 industries, from law firms and construction companies to healthcare practices, nonprofits and family businesses. Our recommendations reflect the regulations, cash cycles and risks specific to your field.
See all 21 industriesSix generations. One family standard.
What began in 1800 as a merchant house in Marash is now a complete advisory partner, built on the same relationships, reputation and discipline passed down through every generation.
Marash
The Ser-Manukyan family founds a wool trading and merchant house in Marash, in the Ottoman Empire.
Modernization
As computers begin to reshape commerce, the family modernizes the business for a new era.
United States
The family expands to the United States and lays the foundations for its work here.
Advisory begins
Manuel Ser-Manukyan begins advising business clients directly.
Integrity Advisory
Four founders join accounting, consulting, technology and insurance into one advisory partner.
Getting started
Do I need to use all four practice areas?
No. Most clients start with one or two practice areas, often accounting and tax, and add the others as the business grows. You get the benefit of coordination from day one.
What happens in the first consultation?
It's a discovery conversation. We review where your business stands today, confirm your priorities and outline which services would make the biggest difference. Then we propose a clear scope and timeline.
Who will I work with day to day?
You have one advisory relationship. Specialists from each practice work behind the scenes and coordinate with each other, so you don't have to manage separate providers.
What types of businesses do you work with?
Growing businesses at every stage, from startups to companies planning succession, across 21 industries. We also serve families and high-net-worth individuals.
Partnering for sustainable financial performance.
Let's discuss how our advisory framework applies to your business. The first conversation is about understanding where you are today.