Monthly Accounting
Maintain accurate accounting records through account reconciliations, financial reviews and adjustments, payroll oversight, and monthly financial statements that support informed business decisions.
Get more than basic bookkeeping with online accounting support designed to bring clarity to cash flow, financial performance, tax planning, and business decisions. ZenStrategies combines accurate monthly reporting with practical advisory guidance, helping established business owners understand what their numbers mean and plan with greater confidence. Our technology-enabled approach supports businesses from ongoing operations through sustainable growth.
Integrated bookkeeping, reporting, forecasting, and financial guidance for established businesses seeking clearer financial information.
Maintain accurate accounting records through account reconciliations, financial reviews and adjustments, payroll oversight, and monthly financial statements that support informed business decisions.
Plan for expected cash inflows and outflows with forward-looking forecasting that helps identify potential shortfalls and guide spending, staffing, debt, and growth decisions.
Evaluate profitability, budgets, projections, and key performance indicators to identify trends, understand operational challenges, and support strategic planning for sustainable growth.
Online bookkeeping should do more than organize transactions. ZenStrategies connects ongoing accounting and financial reporting with cash flow planning, profitability analysis, tax strategy, and practical business guidance. You receive a clearer view of performance and financial position, making it easier to evaluate operations, plan ahead, and make confident decisions as your business grows. Support can be tailored to established businesses with evolving financial needs.
See how integrated accounting and advisory support helps business owners gain clarity, stability, and confidence.
Get a holistic financial partner focused on clarity, strategy, and stability for confident business growth.
Accounting, tax planning, reporting, and advisory support are connected to the full picture of your business.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled accounting and regular financial reporting make complex business information easier to understand and use.
Support is available for businesses moving from initial formation through scaling and more complex financial decisions.
Experienced advisors and analysts turn financial information into practical business insight.
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.
Bookkeeping services commonly include maintaining accounting records, reconciling accounts, reviewing and adjusting financial accounts, overseeing payroll information, and preparing financial statements. At ZenStrategies, ongoing accounting can also connect with cash flow forecasting, profitability analysis, tax planning, and strategic guidance. This broader approach helps business owners understand both their current financial position and the information behind important operating decisions.
Talk with ZenStrategies about clearer financial reporting and ongoing accounting support.
Tell us about your business and financial goals. Our team will discuss how ongoing accounting and advisory support may fit your needs.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.