The Team Behind LUCI Financial Solutions
LaTara Scott | Founder and Fractional CFO
After more than twenty years in accounting and bookkeeping, I founded LUCI Financial Solutions with one purpose: to help small businesses thrive through clarity, strategy, and strong financial management.
LUCI was named in honor of my grandmother, whose kindness and integrity continue to guide how I do business. Those same values of care, trust, and excellence shape every client relationship and every set of books we manage.
As a business owner, wife, and mother, I know firsthand how demanding it can be to grow a business while keeping everything else in balance. That understanding influences my approach—personal, reliable, and flexible support designed around what your business truly needs.
At LUCI, we don’t just manage numbers. We partner with you to make sense of them so you can make decisions with confidence and focus on the parts of your business you love most.
When I’m not working, you can usually find me exploring new places with my family, enjoying good food, or cheering for my daughter at a dance competition.
Let’s create a solid financial foundation and position your business for long-term success.
Erin Marchbanks
Senior Accountant
Erin is a seasoned accounting professional with over 15 years of experience managing financial operations across a variety of industries. She specializes in accounts payable and receivable, period-end close, financial reporting, and process optimization, with a strong track record of implementing ERP systems and delivering strategic financial insights to support executive decision-making. Outside of work, Erin enjoys spending time outdoors and riding her bike whenever she can.
Candace Ford
Client Accountant
Candace is a highly accomplished accounting professional with over 25 years of experience in bookkeeping, accounting, auditing, and business advisory services. Throughout her career, she has worked with public accounting firms, Fortune 500 companies, nonprofits, and small businesses—bringing clarity, compliance, and strategic insight to every organization she serves. Beyond her professional achievements, Candace and her husband enjoy spending time with their four beautiful children. She is also a published author of thirteen books, blending her love for creativity and mentorship with her passion for empowering others to achieve balance and success.
Katie May
Executive Assistant
Katie brings strong organization, attention to detail, and a genuine commitment to client service. She plays a key role in keeping the firm’s operations running efficiently and supporting a seamless client experience. Katie oversees executive scheduling, client communication, and internal workflows, ensuring the team remains focused on accuracy and exceptional service. Her proactive approach and discretion in managing complex responsibilities make her a trusted resource for both the leadership team and clients. Outside of work, Katie enjoys time with her husband and their three sons, whose busy sports schedules keep the family active. She takes pride in being part of a company that values integrity, precision, and people above all else.
Katrina Lochocki, CPA
Tax Strategist
Katrina is a licensed CPA who brings a clear, practical approach to helping small businesses stay financially organized. She began her career in Big Four public accounting, working with large corporations, then moved to corporate accounting, focusing on financial reporting and month-end close. Over time, she found a passion for working directly with business owners, combining technical skills with an understanding of the day-to-day challenges entrepreneurs face. Katrina holds a Master's in Accounting and an MBA. Her style is supportive and straightforward, making it easier for clients to understand their numbers. Outside of work, Katrina enjoys spending time outdoors, reading, and exploring new places with her family.
How We Work: A Clear, Structured Approach
Our process is designed to be straightforward and well-defined. From the initial conversation through ongoing reporting, we follow a consistent approach that keeps expectations clear and your financials reliable.
1. Discovery Call
We start with a focused conversation to understand your business, confirm fit, and determine the appropriate scope of services.
2. Structured Onboarding
Once engaged, we complete a defined onboarding process that includes account setup, system access, and clear communication protocols to support efficient ongoing work.
3. Ongoing Reporting and Support
We manage your bookkeeping and financial reporting on a regular cadence, providing accurate reports and ongoing insight to support informed decision-making.