INSIGHTS
For Immediate Release:
Larson Gross welcomes ScaleUp Financial Solutions, expanding advisory resources and consulting capabilities
by Larson Gross
Bellingham, WA • October 13, 2026 — Larson Gross, a West Coast accounting and advisory firm, is pleased to announce that the ScaleUp Financial Solutions team officially joined Larson Gross effective October 2, 2026.
The ScaleUp team brings deep expertise and a strong commitment for personalized, relationship-driven client service, providing a full range of fractional CFO, controller, and outsourced accounting services to growing businesses. ScaleUp provides strategic finance, forecasting, KPI tracking, capital advisory and M&A support — giving companies executive-level financial leadership without the cost or commitment of a full-time CFO. ScaleUp helps clients move beyond historical reporting to real financial visibility, with the forecasting discipline and guidance leaders need to strengthen performance, allocate capital and make confident decisions at every business stage.
This integration reflects Larson Gross’s continued commitment to thoughtful growth that expands access to specialized consulting expertise and advisory resources while maintaining a client-first approach.
“We’re excited to welcome the ScaleUp team to the Larson Gross family of brands,” said Kelli Visser, CEO of Larson Gross. “Their deep expertise and client-first mindset, plus strong brand reputation in the marketplace, supports our growth strategy to expand service offerings while also serving clients in a high-touch, relationship-centered manner.”
ScaleUp will continue serving their clients with the same relationships and individualized support they know today, now with access to a broader team of professionals, expanded service capabilities and additional technology resources through Larson Gross. Clients gain a deeper bench across tax, audit, valuation and technology consulting.
“We’re thrilled to join Larson Gross and the Current platform, which will provide the next layer of technology solutions and infrastructure support for all our clients. Beyond the resources, our firm cultures are highly aligned — they share our belief in delivering individualized high-touch service while embracing the rapid change AI is having on our industry and evolving how we use technology to continue to deliver real value to clients. That alignment makes this a seamless fit for ScaleUp,” said Rachel Williams, Founder, ScaleUp Financial Solutions.
Looking ahead
The ScaleUp brand will remain as part of the Larson Gross family of brands. Clients should anticipate a smooth transition, with their existing team remaining their primary point of contact and additional Larson Gross specialists available as needs evolve. The combination also provides ScaleUp access to Larson Gross’s investments in AI, automation and other modern technology designed to improve efficiency and create more time for the insight, judgment and personal service clients value. For additional information and FAQs, please visit: https://insights.larsongross.com/scale-up-client-faqs
About Larson Gross
Founded in 1949, Larson Gross is a West Coast, multi-office accounting and advisory firm located in the Pacific Northwest that serves clients across the United States and Canada. The firm provides tax, audit, accounting, advisory and technology services to individuals, businesses and organizations across a wide range of industries. Larson Gross became a part of the Current platform in February of 2025.
About ScaleUp Financial Solutions
ScaleUp Financial Solutions partners with startups and high growth companies providing a full range of finance and accounting services on a fractional basis, including fractional CFO and outsourced accounting. With deep industry expertise in SaaS, AI, Deep Tech, consumer products and professional services, ScaleUp provides personalized, flexible resources to fit each client’s unique business needs — supporting leadership teams through growth, fundraising, operational change and periods of financial complexity.
About Current
A national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang, and backed by Thrive Holdings, Current delivers enterprise-level support and AI-driven innovation to more than 50 high-performing firms across the country. Named one of Accounting Today’s Best Firms for Technology, Current is redefining what it means to thrive in today’s professional services landscape.
Media contact
Jaemi Allen, Marketing Director
360.746.3946
[email protected]
Meet the Partners
Meet Rachel Williams
Partner, ScaleUp Financial Solutions, A Larson Gross Advisors Company
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
Partner, ScaleUp Financial Solutions, A Larson Gross Advisors Company
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.