Vine Advisors. Welcome to the Best of Both Worlds.

We leverage our diversity, independence, deep expertise and proprietary networks, bringing thought leadership and a battle-tested team committed to our clients’ success. It is how clients get top tier services at real world rates – just without the corporate baggage and high fees. Instead, defined deliverables as promised, from a partner you can believe in.

The DNA of a Truly Better Financial Services Model.

After decades providing financial services to the world’s most respected and admired brands, the gaps and limitations of business as usual could not have been clearer. Clients deserve more than a shiny new version of same old same old. In 2019, Vine Advisors was created to give every client, from startups and entrepreneurs to Fortune 500 and more, a nimble, innovative, transparent and independent approach blending newest technology and tools with proven best business practices.

Leadership from an Extraordinary Team of Experts.

From CPAs to PhDs to Chartered Financial Analysts, Vine Advisors team offers every client ready, affordable access to expert solutions tailored to precise requirements and designed to harvest opportunities. Our deep segment expertise does not compromise Big Picture perspective. Our culture and resources do not limit us, we are inspired by them. Working together, our diverse team is results focused, continually learning from each other and from our clients, and never fearful of the next challenge.

meet the team

Our Competitive Edge: Expertise with Less Overhead.

We handle the complete spectrum of accounting and financial consulting services including tax, valuation, highly specialized systems, risk management, data analytics, technical accounting, sophisticated M&A transactions and more with a steady hand. Holistically integrated total solutions are crafted to empower clients to do more of what they do well, more profitably.

Rare Perspective from Diverse Industry Expertise.

We are not a CPA firm. We are an accounting, tax, valuation & financial strategy consulting company that does it all. At home in technical consulting, analytics, modeling and risk management, tested by the biggest names like

  • Citibank
  • Duke Energy
  • Deloitte
  • EY
  • General Electric
  • Goldman Sachs
  • KPMG
  • PwC

We serve most industries & sectors

Financial Services
Life Sciences
Oil & Gas
Power & Utilities
Public Agencies

Trusted, High-Level Accounting Services On-Demand.

Big firm capability and expertise without the overhead; technical to operations, bookkeeping to tax, audit to CFO for public companies, privates, non-profits, enterprises and individuals. Public as well as private reporting, SEC filings, securities, PPMs, capital structure planning, raising, assurance and specialized accounting to record convertible notes and equity agreements, capital formation, business development, investment banking relationships, accounting and operational experience.

We offer "Big 4" quality technical accounting services for public and private businesses without the overhead.

These services include:

  • SEC Technical Implementations
  • Tax Planning
  • Derivative Accounting
  • Financial Statement Preparation
  • General Ledger Accounting.
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We empower clients by taking them higher and faster without creating dependencies. This empowerment is a function of perspective and capability cultivated over time and trust earned through performance. We advise, strategize, and develop financial solutions by first understanding the problem we are solving.

We offer demonstrated expertise in:

  • Valuation
  • Corporate Finance
  • Commodity Risk Management
  • Energy Trading
  • Placement of Debt and Equity Investments,
  • Restructuring and Turn Around Management
  • Regulatory Compliance
  • Commodity Trading Accounting
  • Commodity Risk Management and ERP Systems
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What Clients Can Expect &
do not Have to Fear.

Trusted advisors that will tell you what you need to hear not what we sense you want to hear. We work with private fortunes and storied public brands. Once understanding your challenges we are unafraid to roll-up our sleeves and practice what we preach as we solve problems together. We are fast, nimble, creative and fearless, welcoming clients that, recognizing their limitations, seek to find affordable help in a partner committed to downstream positive impact and sustainable results

Get Your No Obligation Consulation Today

Houston Office

2700 Post Oak Blvd, Suite 2100
Houston, TX 77056
(713) 244-8680

Detroit Office

33533 W. Twelve Mile, STE 145
Farmington Hills, MI 48331

Los Angeles Office

4101 Via Cardelina
Palos Verdes Estates, CA 90274

For More Information Contact Us

Vine Advisors