Meet the Team

Rachel Williams

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

Katrina Basic

Partner/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

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.

Jennifer Van Meter

Jennifer Van Meter

Fractional CFO

Jennifer is an experienced and versatile CFO who has led teams across Operations, Finance, and Accounting. Over her 25+ year career, she has worked on developing and growing early-stage companies as well as rebuilding the operations of established companies. Her experience spans a wide range of industries, including SaaS, biotech, information technology, e-commerce, manufacturing, and construction. Jennifer leads with a passion for truly understanding each organization’s business, mission, and goals, enabling her to develop the best strategies for driving growth and evaluating the levers to strengthen an organization’s financial performance. She has led efforts to raise capital, complete M&A transactions, and rebuild internal operations. Jennifer approaches her engagement teams in a manner that empowers open collaboration and builds trust across the organization.

Jennifer graduated from the University of Colorado with both a Bachelor’s degree in Finance and a Master’s degree in Accountancy. She also holds an active CPA license in the state of Colorado.

In her free time, Jennifer enjoys traveling and exploring new countries and cultures. She has a passion for real estate and enjoys designing and remodeling homes. Additionally, she loves spending time outdoors, taking in the 300 days of Colorado sunshine with her friends and family.

Heather Carlin

Heather Carlin

Fractional Controller

Colleen Foley

Colleen Foley

Fractional Controller

Kate Chadwick

Kate Chadwick

Fractional Accountant

Ruby Kyle

Ruby Kyle

Fractional Accountant

Keely Wernimont

Keely Wernimont

Fractional Accountant

Elizabeth Visser

Elizabeth Visser

Fractional Accountant