Fractional CFO Services
Receive ongoing CFO-level financial leadership, including financial analysis, budgeting, profitability assessment, performance monitoring, and strategic guidance integrated with accounting and reporting.
ZenStrategies provides strategic accounting consulting for established businesses seeking clearer financial insight, stronger planning, and more confident decisions. From fractional CFO guidance and cash flow forecasting to tax planning, our holistic approach connects accounting with business strategy. Phoenix business owners can gain practical support for navigating growth, profitability, reporting, and changing financial demands in a competitive market.
Strategic accounting support connecting financial reporting, tax planning, cash flow, and business decision-making.
Receive ongoing CFO-level financial leadership, including financial analysis, budgeting, profitability assessment, performance monitoring, and strategic guidance integrated with accounting and reporting.
Plan for expected cash inflows and outflows with forward-looking forecasting that helps identify potential shortfalls and supports decisions about spending, staffing, debt obligations, and growth.
Coordinate business and individual tax preparation with year-round planning, estimated tax guidance, and practical advice about the tax implications of important business decisions.
ZenStrategies connects accounting, reporting, tax planning, and business advisory support so owners can understand what their numbers mean and how to act on them. For Phoenix businesses managing growth, operating costs, and changing market conditions, integrated guidance can provide greater clarity around cash flow, profitability, performance, and planning. The result is more informed decision-making backed by practical financial insight.
See how integrated accounting and advisory support can help businesses understand performance and plan with confidence.
A holistic team combines accounting, tax strategy, financial analysis, technology, and operational support.
Connect accounting, tax strategy, operations, and financial planning instead of viewing each issue separately.
Benefit from Beth Loxley’s nearly three decades in small business finance, tax strategy, and operations.
Use regular financial reporting and data intelligence to understand performance in Phoenix’s competitive business environment.
Work with a firm that has supported Ohio-based business owners for more than 20 years through growth and change.
Experienced advisors turn financial information into practical business direction.
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.
Accounting consulting services provide guidance that goes beyond recording transactions. They can include financial reporting, account review, budgeting, cash flow forecasting, profitability analysis, tax planning, and strategic business advice. ZenStrategies integrates these areas to help established business owners understand financial performance, evaluate options, manage obligations, and make more informed decisions about operations and growth.
Talk with ZenStrategies about your financial goals and advisory needs.
Share your business goals and learn how integrated accounting consulting can support better decisions.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.