Meet the Team
Rachel Williams
Founder/Fractional CFO
Rachel loves partnering with entrepreneurs to support them in executing their vision. She is an accomplished executive with over 25 years of experience and has spent the last 12 years working with venture-backed Seed through Series B companies to accelerate growth and build value.
Rachel has worked as both an in-house CFO/COO and fractional CFO across a broad range of industries including technology, SaaS, IaaS, fin-tech, service-based businesses, and family office/high net-worth individuals. Over the past couple of years, Rachel has focused on working with several SaaS companies in preparing for and raising venture rounds and preparing for and successfully exiting.
She has a BA in Political Science and an MBA from Baylor University and is a Certified Public Accountant (inactive). In addition to her professional commitments, Rachel serves as a mentor for entrepreneurs and volunteers and supports several non-profit organizations. She also spends time enjoying the Colorado mountains with her two Golden Retrievers.
Katrina Basic
Fractional CFO
Katrina Basic has over 25 years of experience innovatively developing growth strategies for businesses at various stages in their life cycles. She brings a wide breadth of experience having led the finance, accounting, human resources, operations, information systems and legal departments for start-ups to mid-sized businesses.
With a focus toward helping businesses achieve their financial goals, whether that be a capital raise, restructuring debt instruments, mergers or acquisitions, Katrina partners with founders, CEOs and their executive teams to navigate the process. She has been part of successful seed rounds to IPOs in a variety of industries, including retail, consumer products, wholesale apparel, digital commerce, food and beverage, professional services and B2B Marketplaces.
She enjoys collaborating with teams to operationalize business strategies, preparing financial models, looking for opportunities to streamline processes and gain efficiencies in the business processes. She is passionate about developing and mentoring teams.
Katrina served on the Board of Trustees for PCC Natural Markets as chair of the Finance Committee, Washington Business Week and as a member of the planning committee for the AICPA’s Women’s Global Leadership Conference. She graduated from Washington State with a B.A. in Business Administration. She lives in the Seattle area with her husband and has two grown daughters. In her personal life she enjoys cooking, gardening, and spending time with friends and family.
Tracie Howerter
Fractional CFO
Tracie has over 30 years of experience in corporate financial roles in a variety of industries and in companies ranging from multi-billion revenues and global presence to newly minted startups. However, she made a career decision to focus on what she loves and become a fractional CFO…and has never looked back. As a fractional CFO she can lean on her wide ranging experience to offer unique perspective and strategic solutions to help companies meet their goals. At the same time, she can be hands on and partner with all functions of the business to drive company results. In all her roles the best of times has been where she partnered with a collaborative team to drive something bigger than what she could contribute as an individual. Her strength as a financial leader is built on a strong foundation of operational partnership and working with great teams.
Tracie has a B.S. in Economics with a concentration in finance and accounting from The Wharton School at the University of Pennsylvania. She received her MBA in finance from The University of Chicago Booth School of Business. She also holds a CPA license (inactive status) from the State of Maryland.
Tracie moved with her husband to Colorado in 2000 and will never leave. She’s now an empty nester (except for two 100+ lb Shiloh Shepherds) and on the weekends you can find them skiing, biking, hiking or camping.
Abby Anderson
Fractional Controller
Abby Anderson has nearly 20 years of accounting experience. She has led the finance, accounting, information technology and human resource departments in a variety of industries within start-up and high growth companies. Abby has extensive experience in financial planning and analysis, financial reporting, and general accounting. She specializes in building financial and operational infrastructure to facilitate growth of both domestic and international high growth companies. Over her career, she has been involved with merging and integrating operations for acquired companies, building and relocating accounting operations post-merger, participating and leading diligence and audit activities associated with multiple rounds of funding, initiating financial operations for European subsidiaries, and preparing a growth company’s financials and financial operations for IPO readiness. She is excited to move from in-house roles to fractional Controller work to leverage her experience and entrepreneurial spirit to align with her passion of serving companies in their financial operations.
Abby resides in Arizona where she earned a B.S. in Accountancy from Arizona State University and is a Certified Public Accountant (active). She likes to spend her weekend cooking, reading, and spending time with family and friends.
Heather Carlin
Fractional Controller
With over 20 years of accounting experience, Heather has a background in a wide range of industries and startup companies. She became a Fractional Controller because she enjoys the variety of working with multiple clients and supporting their financial needs. She understands that each business has its unique qualities and she is able to provide support that’s tailored to meet the goals of each client. Heather provides a multitude of services from daily accounting work to offering guidance and training on systems, and creating financial reporting packages. Heather enjoys the details and she thrives in reconciliation work, general ledger clean up, system implementations, building templates, and streamlining processes.
Heather is a California native where she earned a B.A. in Finance from Loyola Marymount University. Her hobbies include cooking, traveling, and spending time with her family.
Hope Inman
Fractional Accountant
Keely Wernimont
Fractional Accountant
Tommie Mailey
Fractional Accountant