Monthly Accounting Reporting
Maintain accurate records through account reconciliations, financial reviews, payroll oversight, and monthly statements that help owners understand performance and identify discrepancies.
Make confident business decisions with integrated accounting, tax planning, reporting, and financial guidance from ZenStrategies. Our holistic approach helps established business owners understand cash flow, improve profitability, plan for tax obligations, and build greater stability as their companies grow. With more than 20 years supporting Ohio-based business owners, we connect financial information to practical strategy and sustainable growth.
Integrated accounting, tax, reporting, forecasting, and advisory support for established businesses seeking clearer financial direction.
Maintain accurate records through account reconciliations, financial reviews, payroll oversight, and monthly statements that help owners understand performance and identify discrepancies.
Coordinate business and individual tax preparation with estimated tax planning and ongoing guidance, helping owners understand tax implications before making business decisions.
Plan for expected cash inflows and outflows, identify potential shortfalls, and support informed decisions about spending, staffing, debt obligations, and growth opportunities.
Use profitability analysis, budgeting, projections, and KPI monitoring to identify trends, evaluate operational challenges, allocate resources, and plan for sustainable growth.
Gain ongoing CFO-level financial leadership through analysis, budgeting, forecasting, profitability assessment, performance monitoring, and strategic guidance integrated with accounting and reporting.
ZenStrategies connects accounting, tax strategy, reporting, and business advisory support so owners can see the full financial picture. From monthly statements and reconciliations to cash flow forecasting and profitability analysis, our team turns financial information into practical insight. For Ohio-based businesses, this integrated approach supports clearer planning, stronger stability, and more confident decisions as operations evolve.
See how integrated accounting and advisory support can help business owners gain clarity and plan with confidence.
Get connected financial guidance designed around the complete picture of your business.
Accounting, tax strategy, reporting, and advisory support work together for a complete financial perspective.
More than 20 years supporting Ohio-based business owners with tax planning, accounting, and strategic guidance.
Regular reporting, dashboards, and data tools make complex financial information easier to understand and use.
Practical support helps established businesses improve stability, evaluate performance, and plan their next stage of growth.
Experienced professionals combine accounting, strategy, data, 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.
Consider hiring a CPA when your business needs more than basic transaction recording or tax preparation. Common signals include growing operational complexity, uncertainty about profitability or cash flow, difficulty keeping financial records current, payroll oversight needs, or questions about business and estimated taxes. Ongoing CPA support can connect accounting information with planning and decision-making throughout the year.
Talk with ZenStrategies about your accounting, tax, and business advisory needs.
Share your goals and challenges with ZenStrategies to explore the right accounting, tax, and advisory support.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.