Monthly Accounting
Maintain accurate accounting records through account reconciliations, financial reviews, adjustments, payroll oversight, and monthly financial statement preparation for dependable reporting.
ZenStrategies combines ongoing accounting, financial reporting, tax planning, cash flow forecasting, and strategic advisory support for established businesses. Our holistic approach helps owners understand performance, improve profitability, plan with greater confidence, and make informed decisions as operations grow. With more than 20 years serving Ohio-based business owners, we connect financial information to practical business strategy.
Integrated accounting, tax, reporting, forecasting, and advisory support for established businesses seeking clearer financial direction.
Maintain accurate accounting records through account reconciliations, financial reviews, adjustments, payroll oversight, and monthly financial statement preparation for dependable reporting.
Receive ongoing CFO-level guidance covering financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic business decisions.
Plan for expected inflows and outflows, identify potential cash shortfalls, and evaluate spending, staffing, debt obligations, and growth opportunities with forward-looking analysis.
Coordinate business and individual tax preparation with year-round planning, estimated tax guidance, and support for understanding the tax effects of business decisions.
Use profitability analysis, budgeting, projections, and KPI monitoring to identify trends, evaluate operational challenges, and find opportunities for improvement.
Connect financial information with business operations so owners can allocate resources effectively, strengthen profitability, and plan for sustainable growth.
Client Accounting and Advisory Services bring accounting, tax strategy, reporting, forecasting, and business guidance into one coordinated relationship. ZenStrategies helps established businesses move beyond basic recordkeeping by connecting financial information to operational decisions. From Ohio-based businesses managing complex growth to owners seeking stronger visibility, our holistic approach supports clearer cash flow planning, improved profitability, and more confident decision-making.
Explore how integrated accounting and advisory support can create greater clarity, stability, and confidence.
A holistic team helps connect accurate financial information with practical business decisions.
Accounting, tax strategy, financial analysis, and operational perspective work together around the full business picture.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
More than 20 years of local knowledge informs support for Ohio-based business owners and their financial challenges.
Technology-enabled reporting and data tools help owners understand performance, cash flow, and business health.
Experienced accounting, advisory, data, operations, and client-success professionals support your business.
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.
Client accounting advisory services combine ongoing accounting with financial reporting, tax planning, cash flow forecasting, financial analysis, and strategic business guidance. Rather than focusing only on historical bookkeeping, CAAS helps business owners understand what their financial information means and how it can support better decisions. Services may include monthly reporting, budgeting, profitability analysis, CFO-level guidance, and coordinated tax support.
Talk with ZenStrategies about accounting and advisory support for your business.
Share your business goals and financial challenges so the ZenStrategies team can discuss a practical accounting and advisory approach.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.