CFO Advisory Services
Receive ongoing CFO-level financial leadership covering analysis, budgeting, profitability assessment, cash flow forecasting, performance monitoring, and strategic business guidance.
ZenStrategies helps established businesses gain clearer visibility into cash flow, financial performance, and upcoming obligations. Through forecasting, financial analysis, budgeting, reporting, and ongoing CFO-level guidance, we help owners make more informed decisions about spending, staffing, debt, and growth. Our Ohio-focused team combines accounting expertise, strategic planning, and practical business insight to support confident financial management.
Integrated financial guidance helps established businesses understand cash position, evaluate performance, and plan strategically for growth.
Receive ongoing CFO-level financial leadership covering analysis, budgeting, profitability assessment, cash flow forecasting, performance monitoring, and strategic business guidance.
Plan for expected inflows and outflows with forward-looking cash flow forecasts that help identify potential shortfalls and inform spending, staffing, debt, and growth decisions.
Connect financial information with business operations through profitability analysis, budgeting, projections, and KPI monitoring designed to support stronger resource allocation and sustainable growth.
ZenStrategies brings cash flow planning, accounting information, and strategic financial analysis together so owners can see what is happening across the business and plan with greater confidence. For Ohio-based businesses, our holistic approach helps clarify available cash, evaluate profitability, prepare for changing demands, and make informed decisions about operations and growth without relying solely on historical reports.
See how integrated financial guidance can help business owners improve visibility, planning, and confidence.
Our holistic approach connects financial information with practical business decisions.
We consider accounting, tax strategy, operations, cash flow, and growth planning together.
More than 20 years of local knowledge support Ohio-based business owners and their financial decisions.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled reporting and data intelligence turn financial information into actionable business insight.
Experienced advisors help business owners build clarity, strategy, and stability.
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.
A cash flow management consultant helps business owners understand how money moves through the company and plan for future cash needs. Services may include reviewing financial information, preparing cash flow forecasts, identifying potential shortfalls, evaluating profitability, monitoring performance, and advising on spending, staffing, debt obligations, and growth decisions. The goal is to give owners clearer information for practical financial planning.
Talk with ZenStrategies about clearer financial planning and business decision support.
Share your business goals and financial challenges so the ZenStrategies team can discuss an appropriate path forward.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.