Account Reconciliation
We review account activity, identify discrepancies, and reconcile financial accounts so your QuickBooks records better reflect the business’s actual financial position.
Clean, reliable books give business owners a clearer view of cash flow, profitability, and tax obligations. ZenStrategies helps Ohio-based businesses review accounting records, identify discrepancies, reconcile accounts, and organize financial information through a holistic advisory approach. Whether your QuickBooks file needs focused cleanup or ongoing reporting support, our team helps create a stronger foundation for confident business decisions.
Focused accounting support to organize records, correct discrepancies, and improve the usefulness of your financial information.
We review account activity, identify discrepancies, and reconcile financial accounts so your QuickBooks records better reflect the business’s actual financial position.
Our team examines existing accounting records and adjustments to uncover classification issues, incomplete entries, and other problems affecting reporting accuracy.
After cleanup, ongoing accounting and financial reporting can help maintain organized records, monitor performance, and provide dependable information for decisions.
QuickBooks cleanup is more than correcting isolated transactions. ZenStrategies reviews your accounting information in the context of reporting, tax planning, cash flow, and business operations. For Ohio-based business owners, this holistic approach can make financial information easier to understand and more useful for planning. We help establish clearer records that support confident decisions and smoother ongoing accounting.
See how integrated accounting and advisory support can help business owners understand performance and plan with confidence.
Get cleanup support from a team that connects accounting records with broader business decisions.
We consider accounting, tax planning, reporting, operations, and business strategy together—not as isolated tasks.
Our team brings more than 20 years of knowledge serving Ohio-based business owners and their financial challenges.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Financial reporting, data intelligence, and workflow improvements help turn accounting information into practical business insight.
Experienced advisors helping Ohio business owners gain clarity, strategy, and stability.
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.
The cost of QuickBooks cleanup depends on the condition and scope of the accounting records, including the accounts requiring review, the discrepancies identified, and whether ongoing accounting support is needed afterward. ZenStrategies evaluates the records and discusses the appropriate scope before work begins. A cleanup conversation can clarify the work involved and how it connects with reporting, tax planning, and business needs.
Talk with ZenStrategies about your records, goals, and accounting needs.
Tell us about your accounting records and goals. Our team will discuss your needs and the next practical step.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.