Monthly Accounting
Maintain accurate accounting records through reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements that clarify restaurant performance.
Restaurant businesses need more than bookkeeping—they need financial insight that supports better decisions. ZenStrategies combines monthly accounting, reporting, cash flow forecasting, tax planning, profitability analysis, and CFO-level guidance to help established restaurants understand food and labor costs, manage changing margins, plan confidently, and build a stronger financial foundation for sustainable growth.
Integrated accounting and advisory services help restaurants understand performance, manage finances, and plan for sustainable growth.
Maintain accurate accounting records through reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements that clarify restaurant performance.
Project expected cash inflows and outflows to help restaurant owners anticipate shortfalls, evaluate spending, manage staffing decisions, and plan for changing financial demands.
Coordinate business and individual tax preparation with proactive planning, estimated tax guidance, and advice about tax implications of restaurant business decisions.
Evaluate profitability, budgets, projections, and key performance indicators to identify operating trends, cost challenges, and opportunities for stronger restaurant results.
Connect financial information with restaurant operations so owners can allocate resources effectively, improve stability, and make informed growth decisions.
Access ongoing CFO-level financial leadership, analysis, budgeting, forecasting, and strategic guidance integrated with accounting and financial reporting.
Restaurants operate with changing food and beverage costs, labor expenses, pricing decisions, and operating margins. ZenStrategies brings these factors together through integrated accounting, reporting, forecasting, tax planning, and strategic analysis. Our approach helps established restaurant owners understand what their numbers mean, identify financial pressures, evaluate opportunities, and make more confident decisions about operations and sustainable growth.
See how integrated accounting and advisory support can help restaurant owners understand performance and plan ahead.
A holistic approach connects restaurant accounting with planning, tax strategy, and operational insight.
We consider accounting, tax strategy, operations, cash flow, and profitability as connected business priorities.
Our approach addresses food costs, labor expenses, pricing, cash flow, and changing restaurant margins.
More than 20 years of knowledge supporting Ohio-based business owners with financial clarity and strategic guidance.
Technology-enabled reporting helps owners turn financial data into clearer, more actionable business insight.
Experienced advisors help business owners gain clarity, confidence, and strategic direction.
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.
Restaurants commonly rely on accrual-based financial reporting, detailed account categorization, regular reconciliations, payroll oversight, and tracking of food, beverage, labor, and operating costs. The right reporting structure should help owners understand revenue, expenses, profitability, and cash flow. ZenStrategies combines monthly accounting with forecasting, tax planning, and performance analysis to make financial information more useful for operational decisions.
Talk with ZenStrategies about clearer reporting, planning, and financial decision support.
Connect with ZenStrategies to discuss your restaurant’s accounting, reporting, tax planning, and advisory needs.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.