Monthly Accounting Reporting
Maintain dependable financial records through account reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements that clarify business performance.
Make confident business decisions with management accounting services from ZenStrategies. We connect monthly reporting, cash flow forecasting, profitability analysis, budgeting, and strategic planning to give established business owners clearer financial insight. With more than 20 years supporting Ohio-based businesses, our holistic approach helps you understand performance, manage resources, plan ahead, and build greater stability for sustainable growth.
Integrated financial reporting, forecasting, analysis, and advisory support help established businesses make informed decisions.
Maintain dependable financial records through account reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements that clarify business performance.
Plan for upcoming cash needs by reviewing expected inflows and outflows, identifying potential shortfalls, and supporting decisions about spending, staffing, debt, and growth.
Use profitability analysis, budgeting, projections, and KPI monitoring to identify trends, evaluate operational challenges, allocate resources, and plan for sustainable business growth.
Management accounting connects accurate financial information with practical business decisions. ZenStrategies combines ongoing accounting, reporting, cash flow planning, profitability analysis, and strategic guidance to help owners understand what is happening inside their business and determine what to do next. For Ohio-based businesses, this holistic support creates greater clarity around operations, resources, taxes, and sustainable growth.
See how integrated accounting and advisory support can help owners make more confident business decisions.
Get an integrated financial perspective designed to support clearer decisions and confident growth.
We connect accounting, tax strategy, operations, and business goals instead of viewing each issue separately.
More than 20 years of experience supporting Ohio-based business owners informs practical, relevant financial guidance.
Technology-enabled reporting turns complex financial data into useful insight for planning, oversight, and decision-making.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Experienced professionals combine accounting, strategy, 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.
Management accounting organizes and interprets financial information for internal business decisions. It can include budgeting, cash flow forecasting, profitability analysis, KPI monitoring, financial projections, and performance reporting. Unlike reporting prepared only for outside parties, management accounting helps owners and leaders understand how the business is performing, evaluate operational choices, allocate resources, and plan for future growth.
Talk with ZenStrategies about practical management accounting support for your business.
Tell us about your business and financial goals. Our team will help you explore practical accounting 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.