Monthly Accounting Reporting
Maintain accurate accounting records through reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements that clarify business performance.
ZenStrategies provides accurate, meaningful financial reporting that helps established businesses understand performance, monitor profitability, manage cash flow, and make more confident decisions. Our integrated accounting and advisory approach connects monthly reporting with budgeting, forecasting, tax planning, and strategic guidance, giving business owners clearer insight into operations and stronger support for sustainable growth across Ohio and beyond.
Integrated reporting and advisory services help established businesses turn financial information into clear, actionable decisions.
Maintain accurate accounting records through reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements that clarify business performance.
Evaluate profitability, budgets, projections, and key performance indicators to identify trends, improve resource allocation, and support sustainable business growth.
Access ongoing CFO-level financial leadership, including financial analysis, cash flow forecasting, budgeting, profitability assessment, and strategic guidance for informed decisions.
Financial reporting should do more than record what already happened. ZenStrategies connects accurate monthly accounting with performance analysis, budgeting, cash flow planning, tax strategy, and business advisory support. For Ohio-based business owners, this integrated approach creates clearer visibility into profitability and financial position while providing practical insight for managing operations, planning growth, and making confident decisions.
See how integrated reporting and advisory support can help business owners understand performance and plan with confidence.
Our holistic approach combines reporting, accounting, tax strategy, technology, and business guidance.
We consider accounting, tax strategy, operations, cash flow, and growth decisions together.
Founder Beth Loxley brings nearly three decades of small business finance and operations experience.
More than 20 years of experience supporting Ohio-based business owners and their financial needs.
Technology-enabled reporting turns financial data into clearer, more actionable business insight.
Experienced advisors and analysts support clearer financial 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.
Financial reporting services organize, review, and present a company’s financial information through accurate accounting records and meaningful reports. They may include account reconciliations, financial statement preparation, account reviews, adjustments, payroll oversight, profitability analysis, budgeting, projections, and performance monitoring. The goal is to help business owners understand financial position, identify trends, evaluate operations, and make informed decisions.
Talk with ZenStrategies about clearer reporting and more confident business decisions.
Share your reporting needs with ZenStrategies and learn how integrated accounting and advisory support can 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.