Monthly Accounting
Maintain accurate accounting records through reconciliations, account reviews, payroll oversight, adjustments, and monthly financial statements that clarify business performance.
ZenStrategies provides outsourced bookkeeping and integrated accounting support that helps established businesses maintain accurate records, understand financial performance, and make more confident decisions. From monthly reconciliations and reporting to cash flow planning and CFO-level guidance, our Ohio-focused team brings accounting, tax strategy, and business insight together for owners who want greater clarity, stability, and sustainable growth.
Integrated bookkeeping, accounting, cash flow, and financial guidance for established businesses seeking greater clarity and control.
Maintain accurate accounting records through reconciliations, account reviews, payroll oversight, adjustments, and monthly financial statements that clarify business performance.
Gain ongoing CFO-level leadership through financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic business guidance.
Plan for changing financial demands with cash flow projections that examine expected inflows and outflows, potential shortfalls, spending, staffing, debt, and growth decisions.
Outsourced bookkeeping should do more than record transactions. ZenStrategies connects accurate monthly accounting with reporting, tax planning, cash flow forecasting, and strategic analysis so established business owners can better understand profitability, manage obligations, and plan ahead. With more than 20 years serving Ohio-based business owners, our team helps turn financial information into practical insight for steadier operations and confident growth.
See how integrated accounting and advisory support can help business owners understand performance and plan with confidence.
Get more than transaction tracking with accounting support connected to your broader business goals.
Accounting, tax planning, reporting, and advisory services work together for a clearer view of the business.
More than 20 years of local knowledge helps our team understand Ohio-based business owners’ financial challenges.
Founder Beth Loxley brings nearly three decades of experience in finance, tax strategy, and operations.
Technology-enabled reporting and data tools help turn financial information into practical business insight.
Experienced accounting, advisory, data, operations, and client success professionals support your business.
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.
Outsourced bookkeeping services provide external support for maintaining accounting records, completing account reconciliations, reviewing financial activity, overseeing payroll processes, and preparing financial reports. ZenStrategies extends this support through integrated accounting, tax planning, cash flow forecasting, and business advisory services, helping established business owners receive more useful financial information without relying solely on internal bookkeeping resources.
Talk with ZenStrategies about bookkeeping and integrated accounting support.
Tell us about your bookkeeping needs, current accounting setup, and business goals so our team can discuss practical support options.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.