Tax Planning Preparation
Strategic tax planning and preparation helps startup owners understand tax implications, manage estimated obligations, and coordinate business and individual tax returns.
Starting a business brings important decisions about entity structure, taxes, bookkeeping, cash flow, and growth. ZenStrategies helps entrepreneurs build a clearer financial foundation with integrated accounting, tax planning, reporting, and business advisory support. With more than 20 years serving Ohio-based business owners and support from formation through scaling, the team helps startups move forward with greater confidence and financial clarity.
Integrated accounting, tax, reporting, and financial guidance to help startup owners establish clarity and plan confidently.
Strategic tax planning and preparation helps startup owners understand tax implications, manage estimated obligations, and coordinate business and individual tax returns.
Monthly accounting services include reconciliations, account reviews, payroll oversight, and financial statements that give owners dependable information for daily decisions.
Cash flow planning helps startup owners anticipate inflows and outflows, identify potential shortfalls, and make informed decisions about spending, staffing, debt, and growth.
ZenStrategies connects accounting, tax planning, reporting, and business advice so startup owners can understand their financial position and make more informed decisions. The team supports businesses from initial formation through scaling, helping create greater clarity around cash flow, tax obligations, profitability, and operations. For Ohio entrepreneurs, this holistic approach combines local business knowledge with technology-enabled financial reporting and practical guidance.
See how integrated accounting and advisory support can help business owners gain clarity, stability, and confidence.
Startup owners receive connected financial guidance designed to support informed decisions from formation through growth.
Accounting, tax planning, reporting, and business advisory support consider the full picture of your startup.
More than 20 years of experience helping Ohio-based business owners navigate financial decisions and growth.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Regular reporting, financial analysis, automation, and data tools make important business information easier to use.
Experienced advisors help startup owners gain clarity and make confident financial decisions.
Founder and CEO
Beth Loxley is the Founder and CEO of ZenStrategies, bringing nearly three decades of experience in small business finance, tax strategy, and operations to Ohio-based business owners. For over 20 years, Beth has led the firm's vision, client strategy, and growth initiatives, helping businesses at every stage—from startups to scaling enterprises—gain financial clarity and strategic direction. Her holistic approach to accounting and business advisory combines deep tax planning expertise with practical operational guidance, empowering clients to make smarter, more confident decisions. Beth is deeply committed to the Ohio business community, understanding the unique challenges local entrepreneurs face. Under her leadership, ZenStrategies has become a trusted partner for business owners seeking clarity, strategy, and stability, with a focus on reducing taxes, improving profitability, and supporting sustainable, confident growth year after year.
Client Operations Director
Tod Loxley serves as Client Operations Director at ZenStrategies, where he oversees business direction and strategic planning for the firm's Ohio-based clients. He brings a unique blend of manufacturing operations management and global IT leadership experience to his role, allowing him to approach client challenges from both an operational and technological perspective. Tod's background equips him to help streamline processes and improve efficiency for growth-oriented businesses navigating complex financial and operational decisions. His strategic insight complements ZenStrategies' holistic advisory approach, ensuring clients receive well-rounded support that extends beyond traditional accounting. Tod is dedicated to helping Ohio business owners build stable foundations and confidently pursue growth, leveraging his diverse professional experience to deliver practical, results-driven guidance tailored to each client's unique needs.
Accountant and Analyst
Jon Orr joined the ZenStrategies team in 2025 as an Accountant and Analyst, bringing valuable analytical expertise to the firm's Ohio-based clientele. In his role, Jon supports forecasting, financial analysis, automation, and data workflow improvements, helping business owners better understand their financial position and plan for the future. His attention to detail and analytical mindset make him a key contributor to ZenStrategies' technology-enabled accounting approach, ensuring clients receive accurate, timely, and actionable financial insights. Jon's work directly supports the firm's mission of providing clarity and confidence to business owners navigating tax planning, compliance, and strategic growth decisions. As a newer member of the team, Jon brings fresh perspective and modern analytical tools to complement ZenStrategies' decades of combined experience serving Ohio businesses.
Data Intelligence Director
Zach George serves as Data Intelligence Director at ZenStrategies, specializing in transforming complex financial data into clear, actionable business insights for Ohio-based clients. He creates customized dashboards, visual reports, graphs, and analytical tools that help business owners better understand their cash flow, financial performance, and overall business health. Zach's expertise directly supports ZenStrategies' commitment to technology-enabled accounting, ensuring clients have access to regular, meaningful financial reporting that goes beyond standard numbers. His work empowers business owners to make informed decisions with greater confidence, bridging the gap between raw financial data and strategic action. Zach is passionate about making financial information accessible and useful, helping growth-oriented businesses track progress and identify opportunities for improved profitability and sustainable growth.
Client Success Manager
Rachel Hughes is the Client Success Manager at ZenStrategies, where she plays a vital role in ensuring every client receives exceptional service and support. She manages client experience, internal operations, document coordination, office logistics, and project execution, keeping the firm running smoothly behind the scenes. Rachel's organizational skills and attention to detail help ensure that Ohio-based business owners receive timely, accurate support throughout their engagement with ZenStrategies. Her focus on client success reflects the firm's commitment to providing clarity and confidence at every touchpoint, from onboarding to ongoing service delivery. Rachel works closely with the entire team to coordinate projects and streamline communication, making sure clients feel supported and valued as they work toward their financial and business goals.
Yes. An accountant can help you think through financial and tax considerations during formation, establish accounting processes, plan for estimated taxes, and create reporting practices that support informed decisions. ZenStrategies also provides business advisory guidance for companies at different stages, from getting started to scaling. The right support can help a founder build a clearer financial foundation from the beginning.
Talk with ZenStrategies about building a clearer financial foundation.
Share your startup goals and current accounting needs so the ZenStrategies team can discuss practical next steps.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.