Explore how fractional CFO services help established businesses strengthen financial visibility, manage cash flow, improve profitability, and make more confident strategic decisions. ZenStrategies combines CFO-level guidance with accounting, reporting, tax planning, and operational insight, giving business owners practical support without requiring a full-time executive. Discover an integrated approach for businesses ready to plan, grow, and operate with greater clarity.
Integrated financial leadership, forecasting, reporting, tax planning, and strategic guidance for established and growth-oriented businesses.
Receive ongoing CFO-level financial leadership for established businesses, including financial analysis, budgeting, profitability assessment, performance monitoring, and strategic guidance connected to ongoing accounting and reporting.
Plan ahead with cash flow projections that examine expected inflows and outflows, identify potential shortfalls, and support informed decisions about spending, staffing, debt obligations, and growth opportunities.
Understand business performance through profitability analysis, financial projections, budgeting, and KPI monitoring that connect financial information with operations and strategic planning.
Build a dependable financial foundation through account reconciliations, financial reviews, payroll oversight, and monthly financial statements that help owners monitor performance and identify discrepancies.
Coordinate business and individual tax preparation with estimated tax planning and year-round guidance, helping owners understand tax implications and make better-informed business decisions.
Fractional CFO support gives established businesses a clearer view of financial performance, cash availability, profitability, and operational priorities. ZenStrategies connects financial analysis, budgeting, forecasting, reporting, and tax planning so owners can evaluate decisions with better information. The approach is designed for businesses with $1 million to $10 million in annual revenue that need experienced financial leadership integrated with ongoing accounting.
See how integrated financial insight helps business owners improve clarity, stability, profitability, and confidence.
Get practical financial leadership from a team that connects accounting, tax, data, and business operations.
We consider accounting, tax strategy, operations, reporting, and growth decisions together—not as disconnected financial tasks.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled accounting and regular reporting turn financial information into clearer, more actionable business insight.
Our team supports businesses from initial formation through scaling with practical guidance for changing financial needs.
Experienced advisors help business owners gain clarity, confidence, and direction.
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.
A CFO consultant provides financial leadership and strategic guidance without necessarily serving as a full-time, in-house chief financial officer. The work can include financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, reporting interpretation, and support for business decisions. A consultant helps owners connect financial information with operations, planning, resource allocation, and sustainable business growth.
Talk with ZenStrategies about your financial leadership and planning needs.
Share your goals and financial challenges with ZenStrategies to discuss whether fractional CFO support fits your business.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.