• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Teal Vine Advisors logo with tagline: The Art of Financial Expertise.

Vine Advisors

Accounting | Valuation | Strategy

  • About
  • The Advisors
  • Solutions
        • Recent Case Studies

          The art (and science) of breaking into the American market

          Service Type: Deal Sourcing Project: Vendor Acquisition…

          Private Equity Backed Energy Services

          Service Type: Post Merger Integration Project: Post-Acquisition…

          NASDAQ-Listed Specialty Refining Company

          Context: We were hired to evaluate the…

        • Accounting | Attestation
          • Audit
          • Review
          • Agreed-Upon Procedures
        • Accounting | Non-Attestation
          • Compilations / Bookkeeping
          • Income Taxes
          • Technical Accounting
          • CAO / Controller Services
        • Digital & Analytics
          • Enterprise Technology
          • Data Analytics
          • Digital Transformation
        • Mergers & Acquisitions
          • Strategy & Capability
          • Due Diligence
          • Post Merger Integration
          • Litigation Support
        • Risk & Financial Advisory
          • Governance, Strategy & Operations
          • Marketing, Procurement & Trading
          • Enterprise Transformation
          • Regulatory Compliance
        • Strategy & Corporate Finance
          • Valuation
          • CFO Services
  • Resources
  • Careers
  • Contact Us
  • PWR
White Vine monogram circle.
Financial Expertise

Drive next-stage financial results.

Industry-wide, diverse accounting and consulting solutions from a trusted, strategic partner.

Learn More
Resources & Client Case Studies
Worked and Tested by the Biggest
Citi bank logo.
Duke Energy logo.
Deloitte logo.
EY logo.
GE logo.
Goldman Sachs logo.
KPMG logo.
PWC logo.
Financial Solutions
Teal and orange accounting icon.
Teal and orange digital analytics icon.
Teal and orange mergers icon.
Teal and orange risk icon.
Teal and orange strategy icon.
Complimentary Consultation
Thought Leadership

Vine Advisors Uplisting small & microcap companies

Vine Advisors Uplisting small & microcap companies

Exploring the benefits and challenges for listed public companies to “uplist” to major stock exchanges like the NASDAQ or NYSE. […]

Read More

Controller

Controller

Generation One, an early childhood education non-profit, is seeking an experienced Controller. The successful candidate will be responsible for the […]

Read More

When is Cryptocurrency taxable?

When is Cryptocurrency taxable?

The term “Cryptocurrency” has shot to fame over recent years, with it being used across a wide range of sectors […]

Read More
Our Numbers Speak for Themselves

4

Years in Business

200+

Clients served

#1

Houston Firm

10

Fortune 500 Clients
Complimentary Consultation
Who Are Vine Advisors

Every business deserves the opportunity to realize next-stage results.

But not all are equipped to meet the operational needs of a burgeoning (or struggling) enterprise. Vine Advisors provides businesses, from startups to Fortune 500s, a nimble, innovative approach to overcoming the diverse challenges of today’s business environment.

Complimentary Consultation
The Vine Advisors team.
The Vine Advisors
Teal and light blue profile icon for Chris.

Chris Stratton

With over three decades of CPA and consulting experience, Chris Stratton has pushed the limits of how we think and deliver financial services…

Read More
Purple and blue profile icon for Stephen.

Stephen Naehr

With a remarkable mathematical and computational background, and deep experience in finance and commodities and energy trading…

Read More
Blue and teal profile icon for Ken.

Kenneth Gustafson

Ken has over 25 years experience in finance, risk management, derivatives, asset valuation and transactions, and portfolio management…

Read More
Yellow and green profile icon for Thad.

Thad Malit

With uncommon Big Four Professional Service Management experience, Thad brings insight and inspiration to help create Vine Advisors’ advisory…

Read More
Teal and violet profile icon for Sandra.

Sandra Reid

With expertise and a knowledge base courtesy of working for many of the largest global organizations, Sandra Reid is that rare…

Read More
Teal and blue profile icon for Veronica.

Veronica Zarate

With diverse experience in Big Four, internal audit, financial reporting, and consulting, Veronica Zarate offers adaptability and…

Read More
Light blue and aqua profile icon for Carlos.

Carlos Lopez

Carlos is a Partner, and his focus areas are in accounting, consulting and financial reporting. Carlos has extensive experience in…

Read More

Footer

Pages

  • About
  • The Advisors
  • Resources
  • Careers
  • Contact Us

Solutions

  • Accounting | Attestation
  • Accounting | Non-Attestation
  • Digital & Analytics
  • Mergers & Acquisitions
  • Risk & Financial Advisory
  • Strategy & Corporate Finance
Vine Advisors logo.
View our page on LinkedIn

© 2023 All Rights Reserved The Vine Advisors | Privacy Policy