Monthly Accounting
Maintain dependable accounting records through reconciliations, account reviews, payroll oversight, adjustments, and monthly financial statements that clarify business performance.
ZenStrategies provides integrated accounting, tax planning, financial reporting, and business advisory support for established small businesses. Gain clearer cash flow visibility, more confident decision-making, and practical guidance for improving profitability and planning sustainable growth. With more than 20 years serving Ohio-based business owners, our holistic approach connects accurate financial information with the operational realities behind every important business decision.
Integrated accounting, tax, and advisory services help established small businesses understand performance and plan with confidence.
Maintain dependable accounting records through reconciliations, account reviews, payroll oversight, adjustments, and monthly financial statements that clarify business performance.
Coordinate business and individual tax preparation with year-round planning, estimated tax guidance, and advice about the tax implications of business decisions.
Access ongoing CFO-level guidance for financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic business decisions.
ZenStrategies connects accounting, tax strategy, reporting, and business advisory support so owners can see how financial information relates to daily operations and long-term goals. From monthly statements and account reviews to profitability analysis and CFO-level guidance, our team helps established businesses make informed decisions. Our experience serving Ohio-based business owners supports practical planning for cash flow, taxes, stability, and sustainable growth.
See how integrated accounting and advisory support can help business owners gain clarity and make informed decisions.
A coordinated team brings accounting, tax, technology, and operational insight together for established businesses.
More than 20 years of experience supporting Ohio-based business owners with accounting, tax, and strategic guidance.
Accounting, tax planning, financial analysis, and business advisory are connected within one coordinated relationship.
Technology-enabled reporting helps owners better understand cash flow, profitability, and overall financial performance.
Guidance reflects the operational challenges faced by growth-oriented businesses throughout Ohio and beyond.
Experienced professionals combine accounting, strategy, technology, and client support.
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.
Many established small businesses benefit from accurate monthly accounting, account reconciliations, financial statement preparation, payroll oversight, tax planning, and financial performance analysis. As operations become more complex, owners may also need cash flow forecasting or ongoing CFO-level guidance. ZenStrategies connects these services so financial reporting supports practical decisions about profitability, resources, taxes, and growth.
Talk with ZenStrategies about accounting and advisory support for your business.
Share your business goals and accounting challenges 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.