Fractional CFO Services
Ongoing CFO-level financial leadership combines financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance for established businesses.
ZenStrategies helps established businesses turn financial information into practical business insight. Through profitability analysis, budgeting, cash flow forecasting, KPI monitoring, and strategic guidance, we help owners understand performance, identify challenges, allocate resources, and plan with greater confidence. Our Ohio-focused team combines accounting, tax strategy, data intelligence, and operational perspective to support clearer decisions and sustainable growth.
Integrated financial guidance helps established businesses understand performance, manage cash flow, and make informed strategic decisions.
Ongoing CFO-level financial leadership combines financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance for established businesses.
Cash flow planning examines expected inflows and outflows, highlights potential shortfalls, and supports decisions involving spending, staffing, debt obligations, and growth opportunities.
Profitability analysis, budgeting, projections, and KPI monitoring connect financial information with operations, helping owners identify trends and plan for sustainable growth.
ZenStrategies connects accounting information with business operations so owners can understand what their numbers mean and what decisions deserve attention. Our analysis can clarify profitability, cash availability, trends, and performance indicators while supporting budgeting and strategic planning. For Ohio-based businesses, our holistic approach brings accounting, tax strategy, data intelligence, and operational guidance together in one advisory relationship.
See how integrated financial guidance can help business owners understand performance and plan with confidence.
Get holistic financial guidance built around clarity, strategy, and stability.
We consider accounting, tax strategy, operations, technology, and business goals together.
More than 20 years of local knowledge supports Ohio-based business owners and their decisions.
Founder Beth Loxley brings nearly three decades of small business finance experience.
Customized dashboards and reports make complex financial information easier to understand and use.
Experienced advisors combine finance, operations, data, 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.
Financial analysis consulting can include profitability analysis, budgeting, financial projections, cash flow forecasting, KPI monitoring, performance review, and strategic guidance. ZenStrategies connects these activities with ongoing accounting and financial reporting so business owners can understand their financial position and use that information to make decisions about operations, resources, growth, and financial challenges.
Talk with ZenStrategies about your business goals and financial questions.
Share your financial goals and questions with the ZenStrategies team to explore the right 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.