Monthly Accounting
Maintain dependable financial records through account reconciliations, financial reviews, payroll oversight, and monthly financial statements that help Toledo business owners understand performance.
ZenStrategies provides integrated accounting, tax planning, financial reporting, and business advisory support for established Toledo businesses. With more than 20 years serving Ohio-based business owners, our team helps clarify cash flow, improve financial visibility, plan strategically, and make more confident decisions. Whether your company is growing or navigating complexity, we connect financial information with practical business guidance.
Integrated accounting, tax, forecasting, and advisory services designed to help established businesses understand performance and plan confidently.
Maintain dependable financial records through account reconciliations, financial reviews, payroll oversight, and monthly financial statements that help Toledo business owners understand performance.
Coordinate business and individual tax preparation with estimated tax planning and guidance on tax-related decisions throughout the year, helping owners avoid surprises at tax time.
Analyze expected cash inflows and outflows to identify potential shortfalls and support informed decisions about spending, staffing, debt obligations, and growth opportunities.
Receive ongoing CFO-level financial leadership, including financial analysis, budgeting, profitability assessment, performance monitoring, and strategic guidance for established businesses.
Connect profitability analysis, budgets, projections, and KPI monitoring with business operations to identify trends, improve resource allocation, and support sustainable growth.
ZenStrategies brings accounting, tax planning, reporting, and business advisory together so established Toledo businesses can see the full financial picture. Our team helps owners understand profitability, monitor performance, plan cash needs, and evaluate decisions with greater confidence. This holistic approach reflects the realities of Ohio businesses while providing practical guidance for improving stability and supporting sustainable growth.
See how integrated accounting and advisory support can help businesses gain clarity, stability, and confidence.
A holistic team combines accounting expertise, strategic insight, technology, and client support for Ohio businesses.
More than 20 years of local knowledge serving Ohio-based business owners, including clients in the Toledo area.
Accounting, tax planning, financial analysis, and business advisory are connected to support better decisions.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled reporting and data tools turn financial information into practical insight for growing businesses.
Experienced advisors support Ohio businesses with accounting, strategy, data, and client service.
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 compensation in Ohio varies based on experience, role, industry, credentials, location, and whether the professional works in public accounting, private industry, government, or an advisory position. Business owners evaluating accounting support should consider the scope of services needed, such as monthly reporting, tax planning, forecasting, or CFO-level guidance, rather than relying only on a salary comparison.
Talk with ZenStrategies about your business goals and financial priorities.
Tell us about your business and goals so the ZenStrategies team can discuss relevant accounting 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.