Fractional CFO Services
Receive ongoing CFO-level financial leadership for budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance integrated with accounting and reporting.
ZenStrategies helps established businesses turn financial information into clearer plans for cash flow, budgets, profitability, and growth. Integrated accounting, reporting, forecasting, and CFO-level guidance give business owners a practical view of what is happening now and what may come next. For Ohio-focused businesses, this support connects local knowledge with informed, confident financial decision-making.
Integrated financial services help established businesses understand performance, plan cash needs, manage budgets, and make informed growth decisions.
Receive ongoing CFO-level financial leadership for budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance integrated with accounting and reporting.
Plan expected cash inflows and outflows, identify potential shortfalls, and evaluate spending, staffing, debt obligations, and growth opportunities with forward-looking financial insight.
Use profitability analysis, financial projections, budgeting, and KPI monitoring to identify trends, assess operational challenges, and improve resource allocation for sustainable growth.
Forecasting and budgeting become more useful when connected to accurate accounting, reporting, and business operations. ZenStrategies helps established businesses understand cash availability, evaluate profitability, monitor performance, and prepare for changing financial demands. For Ohio-based business owners, the team combines local business knowledge with financial analysis, technology-enabled reporting, and practical advisory support to strengthen planning and decision-making.
See how integrated accounting, forecasting, and advisory support can help businesses plan with greater confidence.
Get integrated financial guidance designed to connect today’s information with tomorrow’s decisions.
Consider accounting, taxes, operations, cash flow, and growth planning as part of the full business picture.
Benefit from more than 20 years serving Ohio-based business owners and nearly three decades of founder experience.
Use technology-enabled reporting, dashboards, and financial analysis to turn business data into practical insight.
Connect forecasting and budgeting with accounting, tax planning, financial reporting, and operational guidance.
Experienced advisors help business owners gain clarity, strategy, and stability.
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.
Forecasting consulting and budgeting can include cash flow planning, financial projections, profitability analysis, KPI monitoring, budget development, and strategic guidance. ZenStrategies connects these activities with ongoing accounting and financial reporting so business owners can compare performance with expectations, understand cash availability, evaluate operational decisions, and plan for growth with more confidence.
Talk with ZenStrategies about forecasting, budgeting, and business advisory support.
Contact ZenStrategies to discuss your forecasting, budgeting, reporting, and strategic planning needs.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.