Founder & CEO · Controller & CFO Advisory · Dallas–Fort Worth
LaTara Scott, MBA
Founder and CEO of LUCI Financial Solutions. More than 25 years in accounting, bookkeeping and financial operations, now focused on controller-level support: a reliable monthly close, reviewed financials and reporting owners can act on.
Who she is: LaTara Scott is the founder of LUCI Financial Solutions, a woman-owned bookkeeping and fractional CFO firm based in Dallas–Fort Worth. She spent more than 20 years in full-time accounting roles before building LUCI through client referrals. Today she leads the firm’s CFO advisory work and reviews every article published on this site.
At a glance
25+ years
In accounting, bookkeeping and financial operations leadership, including more than two decades in full-time corporate accounting roles.
MBA
Master of Business Administration. Her work sits where accounting meets business decisions: pricing, cash flow, hiring and growth.
Founder, LUCI
Named for her grandmother, Lucille, whose integrity and care set the standard for how the firm treats clients.
Team-led delivery
Leads a team that includes a senior accountant, a QuickBooks Online bookkeeper and a CPA tax strategist, so no client depends on one person.
From corporate accounting to her own firm
LaTara’s career started inside companies, not at a desk selling services to them. For more than 20 years she worked full time in accounting roles, which is where she learned what owners and leadership teams actually need from their numbers: statements they can trust, delivered on time, with someone who can explain what changed and why.
While still in corporate work she began keeping books for small businesses on the side. That practice grew almost entirely through referrals from clients who wanted more than data entry. It became LUCI Financial Solutions, and she now runs it full time.
The name is personal. LUCI honors her grandmother Lucille, and the values LaTara took from her, integrity and genuine care for people, are the standard the firm still works to. As a business owner, wife and mother herself, she knows what it is like to run a company while everything else is going on too.
What LaTara focuses on
Most of her work today is controller-level support: owning the monthly close, reviewing the team’s work and making sure owners get financials they can rely on. She also leads LUCI’s CFO advisory work for clients who need forecasting and planning:
Controller services
A reliable month-end close, reviewed financial statements, budget-to-actual and KPI reporting, and the controls that keep the books clean.
Fractional CFO advisory
Cash flow forecasting, pricing and margin analysis and strategy meetings for owners making bigger decisions.
Law firm trust accounting
Operating and IOLTA books kept apart, client ledgers tied to the bank and monthly three-way reconciliation.
Medical and dental practices
Reimbursement tracking, provider payroll, practice-level reporting and controller-level oversight for growing practices.
Multi-entity businesses
Intercompany entries, management fees, shared-cost allocation and reporting for owners with several companies.
How she works with clients
- A real conversation first. Every engagement starts with a discovery call about the business, the current books and what the owner wants to be able to answer.
- A written, fixed-fee scope. Clients see exactly what is included and what it costs before any work starts.
- Reviewed numbers, every month. The team closes the books and a senior reviewer checks them before anything reaches the client.
- Answers, not just reports. For advisory clients, LaTara meets monthly to walk through what the numbers mean and what to do next.
Articles by LaTara Scott
- Bookkeeping and Payroll Services Dallas: Why One Team Should Handle Both
- Fractional CFO Dallas: What One Does, When You Need One, and What It Costs
- How to Choose a Dallas Bookkeeper: 12 Questions to Ask Before You Hire
- IOLTA Trust Accounting Texas: A Compliance Checklist for Law Firms
- QuickBooks Cleanup Checklist: How to Fix Messy Books Before Tax Season
- Year-End Bookkeeping Checklist for Dallas Small Businesses (Tax Year 2026)
- Month-End Close Checklist for Growing Service Businesses
- What a Controller Does for a Medical or Dental Practice
- Internal Controls for a Small Business Without a Big Accounting Team
- Texas Law Firm Trust Accounting: IOLTA Rules and Bookkeeping Practice
- IOLTA Three-Way Reconciliation: The Step Most Firms Skip
- What a Fractional CFO Does for a Medical Practice (and When You Need One)
- Medical Practice Management Fees and Valuation: The Number Buyers Examine First
- Intercompany Accounting for Small Business Owners with Multiple LLCs
- Bookkeeper vs. Controller vs. Fractional CFO: Which Does Your Business Need?
- 8 Signs Your Service Business Has Outgrown Its Bookkeeper
- Switching Bookkeepers: How to Change Without Losing a Month
- How Much Does Bookkeeping Cost in Dallas?
In the community and the media
- Good Neighbor Podcast, episode 109: LaTara on moving from corporate life to supporting small businesses, and why a bookkeeper’s job goes beyond data entry.
- SHOUTOUT DFW interview: how LUCI grew from a side practice into a full-time firm through client referrals.
Talk to LaTara about your numbers
Book a consultation to talk through your books, your reporting and the decisions in front of you. If you’d like a quick read first, take the free 7-question Financial Operations Assessment.
Schedule a consultation Take the free assessment
214-233-5454 · [email protected]