Strategic Tax Planning
Tax planning connects business decisions with anticipated tax implications, estimated tax considerations, and coordinated business and individual tax preparation for owners.
Business entity structure planning helps owners evaluate how their company’s legal and financial framework supports taxation, operations, liability considerations, and growth. ZenStrategies connects entity planning with accounting, tax strategy, financial reporting, and business advisory support, giving established business owners clearer information for important decisions and a more coordinated approach to building long-term stability.
Integrated financial, tax, and advisory services help business owners evaluate structure decisions with better information and strategic context.
Tax planning connects business decisions with anticipated tax implications, estimated tax considerations, and coordinated business and individual tax preparation for owners.
Ongoing CFO-level guidance supports established businesses with financial analysis, budgeting, cash flow forecasting, profitability assessment, and strategic decision-making.
Profitability analysis, budgeting, projections, and KPI monitoring help owners understand how structure and operating choices may affect performance and sustainable growth.
Choosing or reviewing a business entity structure requires more than considering taxes alone. ZenStrategies brings accounting, tax planning, financial reporting, operational context, and strategic business guidance together to help owners evaluate their options thoughtfully. By understanding cash flow, profitability, compliance considerations, and growth objectives, business owners can make more confident decisions supported by an integrated financial perspective.
See how integrated financial guidance can help business owners make more informed strategic and operational decisions.
Get coordinated financial and business guidance from a team focused on clarity, strategy, and stability.
We consider tax, accounting, operations, financial performance, and growth objectives together.
Founder Beth Loxley brings nearly three decades of small business finance and tax strategy experience.
Regular financial reporting provides useful context for evaluating structure and business decisions.
Our team supports businesses from initial formation through scaling with practical advisory guidance.
Experienced advisors combine accounting, tax, operations, and data intelligence.
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.
Business entity structure planning is the process of evaluating how a company’s legal and financial organization supports its owners, operations, tax obligations, reporting needs, and future plans. The review may consider the relationship between business activities, ownership, profitability, cash flow, and compliance responsibilities. Professional guidance helps owners make informed decisions and coordinate structure considerations with their broader accounting and tax strategy.
Talk with ZenStrategies about your business goals and financial planning needs.
Share your questions and business goals so ZenStrategies can help identify the right planning 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.