Monthly Accounting
Maintain accurate records through account reconciliations, financial account reviews, adjustments, payroll oversight, and preparation of meaningful monthly financial statements.
Keep your financial records organized, understand business performance, and make more confident decisions with monthly bookkeeping and accounting support from ZenStrategies. Our integrated approach can include reconciliations, financial reporting, payroll oversight, cash flow insight, and tax coordination. Packages are designed for established businesses seeking dependable financial visibility, strategic guidance, and a clearer path toward sustainable growth.
Integrated monthly accounting, reporting, cash flow, and tax support for established businesses seeking dependable financial visibility.
Maintain accurate records through account reconciliations, financial account reviews, adjustments, payroll oversight, and preparation of meaningful monthly financial statements.
Anticipate cash needs by reviewing expected inflows and outflows, identifying potential shortfalls, and supporting decisions about spending, staffing, debt, and growth.
Coordinate ongoing accounting with business and individual tax preparation, estimated tax planning, and guidance on tax-related business decisions throughout the year.
Monthly bookkeeping should do more than record transactions. ZenStrategies combines reconciliations, account reviews, payroll oversight, and financial statements with broader reporting and advisory support, helping established business owners understand performance and cash flow. Packages can be shaped around the level of accounting and strategic guidance required, with service options starting at $550 per month according to company information.
See how integrated accounting, reporting, and advisory support can help owners understand performance and plan confidently.
Get more than transaction tracking through a holistic financial relationship built around clarity, strategy, and stability.
Connect bookkeeping, tax planning, reporting, and business advisory support instead of managing disconnected financial services.
Benefit from more than 20 years of experience helping Ohio-based business owners plan, report, and grow.
Receive regular financial reporting designed to make performance, cash flow, and business decisions easier to understand.
Work with a coordinated team combining accounting, tax strategy, data intelligence, operations, and client success expertise.
Experienced advisors and analysts support clearer business 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.
Monthly bookkeeping can include account reconciliations, financial account reviews and adjustments, payroll oversight, and preparation of monthly financial statements. ZenStrategies also connects ongoing accounting with financial reporting, cash flow insight, tax planning, and strategic guidance when appropriate. The exact scope depends on the selected package and the business’s accounting and advisory needs.
Talk with ZenStrategies about the support your business needs.
Share your bookkeeping needs and learn which monthly support and pricing package best 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.