Monthly Accounting
Maintain accurate records through account reconciliations, financial reviews, payroll oversight, adjustments, and monthly financial statements that support informed business decisions.
ZenStrategies delivers virtual accounting, tax planning, financial reporting, and CFO-level guidance for established businesses. Our technology-enabled approach gives owners clearer cash flow visibility, stronger financial insight, and practical support for better decisions—without requiring an in-person accounting relationship. From monthly accounting to strategic planning, we help business owners build clarity, stability, and confidence as they grow.
Integrated accounting, tax, forecasting, analysis, and CFO support for established businesses seeking clearer financial direction.
Maintain accurate records through account reconciliations, financial reviews, payroll oversight, adjustments, and monthly financial statements that support informed business decisions.
Coordinate business and individual tax preparation with estimated tax planning and guidance that helps owners understand tax implications throughout the year.
Access ongoing CFO-level financial leadership for budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic business guidance.
Plan expected cash inflows and outflows, identify potential shortfalls, and evaluate spending, staffing, debt obligations, and growth opportunities with forward-looking insight.
Use profitability analysis, budgets, projections, and KPI monitoring to understand trends, address operational challenges, and identify opportunities for improvement.
Connect financial information with business operations so owners can allocate resources effectively, strengthen profitability, and plan for sustainable growth.
ZenStrategies combines virtual accounting, tax strategy, reporting, and business advisory support into a connected financial relationship. Owners gain more meaningful insight into cash flow, profitability, performance, and tax considerations instead of viewing each function in isolation. Technology-enabled reporting and practical guidance help established businesses understand their position, evaluate choices, and move forward with greater confidence.
See how integrated accounting and advisory support helps business owners gain clarity, stability, and strategic direction.
A holistic, technology-enabled approach connects accounting details with practical business strategy.
Accounting, tax strategy, reporting, and advisory support consider the full picture of your business.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Regular financial reporting helps established business owners understand performance, cash flow, and operational direction.
Support extends from initial formation through scaling, helping businesses plan strategically and grow with confidence.
Experienced professionals combine accounting, strategy, data, operations, 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.
A virtual CPA firm delivers accounting, tax, financial reporting, and advisory services through online communication and technology-enabled workflows rather than requiring routine in-person meetings. ZenStrategies supports established businesses with monthly accounting, tax planning and preparation, cash flow forecasting, financial analysis, and fractional CFO services. The virtual model can provide an ongoing relationship while keeping financial information and guidance accessible remotely.
Talk with ZenStrategies about your accounting, tax, reporting, and advisory needs.
Tell ZenStrategies about your business and explore virtual accounting, tax, reporting, or 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.