Monthly Accounting
Maintain dependable financial records through account reconciliations, account reviews, payroll oversight, and monthly financial statements that clarify business performance.
Business owners searching for CPA firms in Aurora can find integrated accounting, tax planning, financial reporting, and advisory support through ZenStrategies. The firm helps established businesses understand cash flow, improve profitability, plan strategically, and make confident decisions with financial information that connects day-to-day operations to long-term growth.
Integrated accounting, tax, reporting, and advisory services help established businesses gain clarity and plan with confidence.
Maintain dependable financial records through account reconciliations, account reviews, payroll oversight, and monthly financial statements that clarify business performance.
Coordinate business and individual tax preparation with estimated tax planning and year-round guidance for informed, proactive financial decisions.
Access ongoing CFO-level leadership for financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic business guidance.
ZenStrategies connects accounting, tax planning, reporting, and business strategy so owners can see the full financial picture. Established businesses with $1 million to $10 million in annual revenue can receive integrated support designed to clarify cash flow, evaluate profitability, manage obligations, and guide growth decisions. The approach combines practical insight with meaningful financial reporting rather than treating each service as an isolated task.
See how integrated accounting and advisory support can help owners gain clarity, stability, and confidence.
A connected approach brings accounting, tax, technology, and business guidance together.
More than 20 years helping Ohio-based business owners plan taxes, manage accounting, and make informed decisions.
Accounting, tax planning, reporting, and advisory support are considered together for a clearer business picture.
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 practical business insight.
Experienced professionals combine accounting, strategy, data, operations, 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.
CPA firms may provide accounting, financial reporting, tax preparation, tax planning, payroll oversight, cash flow forecasting, and business advisory support. ZenStrategies offers monthly accounting and reporting, strategic tax planning and preparation, fractional CFO services, cash flow planning, and financial performance analysis. The right combination depends on the business’s current accounting structure, reporting needs, and strategic goals.
Talk with ZenStrategies about accounting, tax, and advisory support.
Share your accounting, tax, reporting, or planning needs so the ZenStrategies team can discuss a practical 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.