Fractional CFO Leadership
Receive ongoing CFO-level financial leadership covering budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance connected to your broader accounting needs.
Get experienced CFO-level financial guidance without adding a full-time executive. ZenStrategies helps established businesses strengthen cash flow planning, understand profitability, monitor performance, and make more confident decisions through integrated accounting, reporting, and strategic advisory support. With more than 20 years serving business owners, our team brings clarity, strategy, and stability to complex financial challenges.
Integrated financial leadership, cash flow planning, and performance analysis help business owners make informed decisions.
Receive ongoing CFO-level financial leadership covering budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance connected to your broader accounting needs.
Plan for expected cash inflows and outflows, identify potential shortfalls, and evaluate spending, staffing, debt obligations, and growth decisions with a forward-looking financial view.
Connect financial reporting with business operations through profitability analysis, budgeting, projections, and KPI monitoring designed to reveal trends and support stronger resource allocation.
ZenStrategies gives established businesses access to CFO-level insight without requiring a full-time executive role. Our approach combines financial analysis, budgeting, cash flow forecasting, profitability assessment, and performance monitoring with ongoing accounting and reporting. The result is clearer information for planning, stronger visibility into financial performance, and more confidence when evaluating operational priorities, tax-related decisions, and growth opportunities.
See how integrated accounting, analysis, and advisory support can help business owners plan with greater confidence.
Get practical financial leadership from a team built around clarity, strategy, and stability.
Benefit from more than 20 years helping business owners with accounting, tax planning, reporting, and strategy.
Consider accounting, tax strategy, operations, cash flow, and growth planning as connected business priorities.
Use regular financial reporting, analysis, dashboards, and data insights to support more informed decisions.
Work with a team bringing more than 20 years of local knowledge serving Ohio-based business owners.
Experienced advisors and analysts support clearer, more confident business 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.
A fractional CFO can be valuable for an established business that needs experienced financial leadership but does not require or want a full-time CFO role. ZenStrategies provides support with budgeting, cash flow forecasting, profitability analysis, performance monitoring, and strategic planning. This helps business owners interpret financial information, evaluate decisions, and plan with greater confidence while connecting CFO guidance to ongoing accounting and reporting.
Talk with ZenStrategies about practical CFO-level guidance for your business.
Share your business needs with ZenStrategies and learn how integrated CFO-level guidance, reporting, and strategic planning can support more confident decisions.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.