Monthly Accounting
Maintain accurate records through account reconciliations, financial reviews, payroll oversight, and monthly financial statements that clarify business performance.
Explore the advantages and potential considerations of outsourced accounting services for established businesses. ZenStrategies combines monthly accounting, financial reporting, tax planning, cash flow guidance, and CFO-level strategy to help business owners gain clarity, improve decision-making, and support sustainable growth without managing every financial function internally.
Integrated accounting, tax, reporting, forecasting, and strategic financial support for established businesses.
Maintain accurate records through account reconciliations, financial reviews, payroll oversight, and monthly financial statements that clarify business performance.
Receive ongoing CFO-level financial leadership, including analysis, budgeting, cash flow forecasting, profitability assessment, and strategic guidance for growth-oriented decisions.
Coordinate business and individual tax preparation with proactive planning, estimated tax guidance, and accounting insights to help owners make informed financial decisions.
Outsourcing accounting can give business owners access to experienced financial support without building every capability internally. ZenStrategies connects monthly reporting, tax planning, cash flow forecasting, and strategic analysis so financial information becomes more useful for everyday decisions. The approach is designed for established businesses seeking greater clarity, stronger oversight, and confident planning as operations become more complex.
See how integrated accounting and advisory support can help owners gain clarity, stability, and confidence.
A holistic approach connects accounting information with the strategic decisions behind business growth.
More than 20 years serving Ohio-based business owners with accounting, tax planning, and advisory support.
Consider the full picture by connecting reporting, tax strategy, operations, cash flow, and growth planning.
Technology-enabled reporting helps established businesses understand performance and make informed decisions.
Support businesses from initial formation through scaling with practical financial and operational guidance.
Experienced professionals combine accounting, strategy, data, operations, 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.
An outsourced bookkeeper helps maintain a company’s accounting records and financial processes without being an internal employee. Responsibilities may include recording transactions, reconciling accounts, reviewing financial information, supporting payroll oversight, and preparing records for reporting or tax work. ZenStrategies provides broader accounting and advisory support, helping established businesses connect accurate records with reporting, planning, and strategic decisions.
Talk with ZenStrategies about your accounting and financial planning needs.
Tell us about your business, current accounting setup, and financial priorities so our team can discuss potential next steps.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.