Achieving financial peace of mind together

We're Excited To Get To Know You and Your Business!

Meet your trusted financial partners

LaTara Scott | Founder

After more than two decades of experience in accounting and bookkeeping, I founded LUCI Financial Solutions with a clear mission: to help small businesses thrive through proactive financial management and strategic guidance. Named in honor of my beloved grandmother, LUCI embodies the values of care, trust, and excellence that she instilled in me.

As a business owner, wife, and mother, I deeply understand the importance of balancing professional success with personal commitments. This perspective drives my approach to serving clients — providing personalized, reliable, and flexible support tailored to their unique needs.

At LUCI, we go beyond the numbers. Whether you need a trusted partner to clean up your books, handle daily bookkeeping, or offer strategic insights to drive growth, I’m here to simplify the financial side of your business so you can focus on what you do best.

Let’s collaborate to build a solid financial foundation and position your business for long-term success!

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Jodi Lowe | Staff Accountant

With over 20 years of experience managing financial records for corporations, non-profits, and private businesses, Jodi brings deep expertise to LUCI’s bookkeeping team. From ongoing monthly bookkeeping to clean-up and catch-up projects, she’s passionate about helping clients stay financially organized with reliable and accurate support. When she’s not balancing books, Jodi enjoys traveling the country in her RV with her husband—always on the lookout for new hiking trails, beaches, and restaurants to explore.

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Katrina Andrews | Operations & Executive Support

Katrina brings nearly 18 years of experience in bookkeeping support from her time at a data analytics corporation. Her strong background in administrative assistance and behind-the-scenes operations makes her an invaluable part of LUCI Financial Solutions, where she supports the team wherever needed. In her free time, Katrina enjoys making handmade journals—a creative hobby that combines her love for paper with her eye for thoughtful detail.

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Jennifer Garrett | Bookkeeping Lead

Jennifer has over 30 years of accounting and bookkeeping experience across a wide range of industries, including construction, retail, e-commerce, real estate, hospitality, and more. Her diverse background and passion for numbers make her a vital part of the LUCI Financial Solutions team as she helps serve clients with precision and care. Outside of work, Jennifer enjoys traveling and spending quiet afternoons at the beach with a good book in hand.

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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.

the process

How We Work: A Simple, Transparent Approach.

Navigating your financial landscape can be complex, but with our structured approach, it doesn’t have to be. Our process is designed to be straightforward and transparent, ensuring you always understand where your finances stand. From the first call to regular financial reporting, we handle each step with precision and care, allowing you to focus on growing your business while we ensure your financial foundation is solid and secure.

1. Discovery Call

Book a free discovery call to discuss your business needs and goals. This initial conversation helps us customize our services to match your unique requirements.

2. Seamless Onboarding

We’ll guide you through a straightforward onboarding process. This includes setting up your account, integrating your existing financial systems into our secure platform, and establishing clear communication channels for ongoing support.

3. Ongoing Reporting

Our team manages all your bookkeeping needs, ensuring accuracy and compliance. You’ll receive regular financial reports providing insights into your business’s performance. We remain available for any questions and continuously refine our processes to serve you better.

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