Monthly Accounting
Maintain accurate accounting records through reconciliations, account reviews, payroll oversight, and monthly financial statements that clarify business performance.
Finding the right CPA firm means more than accurate tax returns. ZenStrategies combines ongoing accounting, tax planning, financial reporting, and strategic business guidance to help established owners understand performance, improve cash flow, reduce tax surprises, and make confident decisions. With more than 20 years of experience, our holistic approach supports businesses through growth, operational change, and complex financial challenges.
Integrated accounting, tax, reporting, and advisory services help established businesses make informed financial decisions.
Maintain accurate accounting records through reconciliations, account reviews, payroll oversight, and monthly financial statements that clarify business performance.
Coordinate business and individual tax preparation with year-round planning, estimated tax guidance, and practical advice for tax-related business decisions.
Gain ongoing CFO-level guidance through financial analysis, budgeting, cash flow forecasting, profitability assessment, and strategic support for business growth.
ZenStrategies connects accounting, tax strategy, reporting, and business analysis so owners can see the full financial picture. Rather than treating tax preparation or bookkeeping as isolated tasks, our team helps interpret financial information, evaluate profitability, anticipate cash needs, and plan strategically. This integrated approach gives established businesses practical insight for improving stability, managing challenges, and pursuing sustainable growth.
See how integrated financial guidance can help business owners understand performance and plan with greater confidence.
Our team brings accounting expertise, strategic perspective, and practical support to complex business decisions.
Accounting, tax planning, reporting, and business advisory are coordinated through one holistic relationship.
ZenStrategies brings more than 20 years of experience helping business owners plan and grow with confidence.
Financial analysis and reporting turn business data into clearer choices about profitability, resources, and growth.
Dashboards, automation, and regular reporting make financial information more accessible and useful for decision-making.
Experienced advisors and analysts support clearer, more confident business decisions.
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 CPA in a firm is a certified public accountant who may provide services such as accounting, tax preparation, tax planning, financial reporting, audits, or business advisory support. The exact services vary by firm and client needs. In an advisory-focused practice, CPA professionals may also help owners interpret financial information, understand profitability, plan for taxes, and make more informed business decisions.
Talk with ZenStrategies about your accounting, tax, and advisory needs.
Share your business goals and financial challenges so the ZenStrategies team can discuss potential accounting, tax, and advisory support.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.