Monthly Accounting Reporting
Maintain dependable financial records through account reconciliations, financial reviews, adjustments, payroll oversight, and monthly financial statements that clarify business performance.
ZenStrategies helps Columbus, Ohio business owners gain clarity through integrated accounting, tax planning, financial reporting, and strategic advisory support. From monthly bookkeeping oversight to CFO-level guidance, our team connects financial information with practical business decisions. Whether your company is managing growth, improving profitability, or preparing for tax obligations, we provide the insight and structure needed to move forward confidently.
Integrated accounting, tax, forecasting, and advisory services help established businesses make clearer financial decisions.
Maintain dependable financial records through account reconciliations, financial reviews, adjustments, payroll oversight, and monthly financial statements that clarify business performance.
Coordinate business and individual tax preparation with year-round planning, estimated tax guidance, and support for tax-related business decisions.
Receive ongoing CFO-level leadership for financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance.
Plan for expected cash inflows and outflows, identify potential shortfalls, and evaluate spending, staffing, debt obligations, and growth opportunities.
Use profitability analysis, budgeting, projections, and KPI monitoring to understand trends, improve resource allocation, and plan for sustainable growth.
Connect accounting information with operations so Columbus business owners can evaluate challenges, strengthen stability, and make informed strategic decisions.
ZenStrategies brings accounting, tax planning, reporting, and business advisory together in one coordinated relationship. Columbus-area business owners receive clearer insight into cash flow, profitability, obligations, and operational performance instead of disconnected financial tasks. Our approach supports established businesses as they navigate Ohio business conditions, improve decision-making, reduce tax surprises, and build a stronger foundation for sustainable growth.
See how integrated accounting and advisory support can help business owners understand performance and plan with confidence.
Our holistic team connects accurate financial information with practical business guidance.
More than 20 years serving Ohio-based business owners with practical accounting and advisory support.
Accounting, tax planning, financial analysis, and operations are considered together—not as disconnected services.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Technology-enabled reporting helps Columbus business owners interpret performance and make more confident decisions.
Experienced advisors help Ohio business owners gain clarity and confidence.
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 reputable accounting firm should offer services that match your business’s needs, explain its approach clearly, and provide dependable communication and reporting. ZenStrategies supports Columbus and Ohio-based business owners through integrated monthly accounting, tax planning and preparation, cash flow forecasting, financial analysis, and fractional CFO services. The firm’s holistic approach is designed for established businesses seeking stronger financial visibility and strategic guidance.
Talk with ZenStrategies about your business’s financial needs and goals.
Tell us about your business and goals, and the ZenStrategies team will discuss how integrated accounting and advisory support may help.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.