ZenStrategies Advisory Group

ZenStrategies Advisory Group Strategic accounting, tax planning, and CFO guidance for growing businesses. Learn more: www.zenstrategies.net

Aurora, OH + Hilton Head, SC

We help you understand your numbers, make better decisions, and grow with confidence.

Getting audited does NOT always mean you're doing something sketchy!Sometimes, the IRS just wants more information on wh...
06/02/2026

Getting audited does NOT always mean you're doing something sketchy!

Sometimes, the IRS just wants more information on what you reported on your tax return.

But a few things that *will* flag in their system are when your income reported doesn't match the 1099s filed, claiming high deductions that don't align with those of other, similar taxpayers, and reporting business losses year after year.

These might be totally legit, but you want to make sure you have the receipts, records, and clean bookkeeping to prove it!

Answering one of our most common DM's for any business owner who's been secretly wondering:Can we still help you if you ...
06/01/2026

Answering one of our most common DM's for any business owner who's been secretly wondering:

Can we still help you if you aren't using QuickBooks Online?

We *do* work with businesses whose bookkeeping is currently being done in a spreadsheet or another bookkeeping software, but we'll be migrating your books into QuickBooks Online.

We truly believe QuickBooks Online is the best option for small businesses!

As for the transition? We'll handle it!

We do this all the time for small businesses, and we swear you're going to LOVE QuickBooks Online once you see how it integrates with your other software.

05/30/2026

Not all accountants are small business experts... but we are!

If you winced when you got your tax bill this year, and you know there *has* to be a better way, we need to talk.

Business owners have verrry specific tax opportunities that a one-size-fits-all accountant might not know about. Lucky for you, we do!

You've gotta keep more than just your tax return, according to the IRS!For most tax records, the rule of thumb is to kee...
05/29/2026

You've gotta keep more than just your tax return, according to the IRS!

For most tax records, the rule of thumb is to keep them for at least 3 years (your W-2s, 1099s, etc.).

But in some cases, you might need to hold onto things for 4 years, 6 years, or even longer!

Keeping these documents helps you respond to notices, amend a return, or prove that you actually made a tax payment.

It doesn't have to be hard! Keep a folder for each tax year with your supporting docs and your tax return, and make sure you've got it backed up + secure.

You *might* be asking too much of Google Sheets...It's time to tap QuickBooks Online in if you want:→ Your bank accounts...
05/28/2026

You *might* be asking too much of Google Sheets...

It's time to tap QuickBooks Online in if you want:

→ Your bank accounts to sync all of your transactions automatically

→ Customizable reports that you can compare to prior periods

→ To pay contractors and easily file their 1099s in one place

→ Extra features like branded invoices, time tracking, or inventory tracking

Your spreadsheet is tired!

Give it a well-deserved break, and I'll help you get your business set up and everything transferred over to QuickBooks Online.

Planes, trains, and automobiles (and a whole bunch of receipts you need to keep) if you traveled for work this spring ↓🧾...
05/27/2026

Planes, trains, and automobiles (and a whole bunch of receipts you need to keep) if you traveled for work this spring ↓

🧾 Flights, train tickets, ride shares, or rental cars

🧾 Hotels, AirBnbs, Vrbos

🧾 Parking + tolls

🧾 Meals (while traveling)

🧾 Conference fees or tickets

🧾 Plane WiFi

Basically, when in doubt, save your receipts, and we'll let you know which ones will help lower your tax bill.

I'm kind of a small business whisperer; your books tell me more about your business than you'd think. Sometimes the stor...
05/26/2026

I'm kind of a small business whisperer; your books tell me more about your business than you'd think.

Sometimes the stories are good, sometimes they expose those things you've been meaning to get to... for the past five months.

Just so you know, we see these things in small business' books all the time, but we're NEVER judging you for them.

Bookkeeping problems get messier and more expensive the longer they go unresolved... we don't want that for you!

Memorial Day is more than the start of summer. It’s a time to remember the brave men and women who never made it home, a...
05/25/2026

Memorial Day is more than the start of summer. It’s a time to remember the brave men and women who never made it home, and to honor the sacrifice made by them and their families. We remember with humble gratitude.

I'm campaigning for a small business mindset shift ↓Just because an expense is "nice to have" doesn't mean it's a luxury...
05/22/2026

I'm campaigning for a small business mindset shift ↓

Just because an expense is "nice to have" doesn't mean it's a luxury.

Sound familiar?

It's why you feel like you're spoiling yourself when you make your life easier as a business owner, like finally outsourcing your social media.

Could you do it yourself? Sure!!

Does it give you HOURS of your time back to spend on actually running your business?

Definitely.

Too many business owners wait waaay too long to get support on things like their bookkeeping, operational strategy, tax planning, etc.

The most successful small business owners we work with are the ones who aren't doing it all themselves; they're the ones who reframe spending to buy back their time as a necessity.

We're very pro Roth IRA, but we're also pro understanding how they work (and if they're right for you) before you open o...
05/21/2026

We're very pro Roth IRA, but we're also pro understanding how they work (and if they're right for you) before you open one.

They can be a great tax planning tool, and we recommend them for our clients all the time, as long as they make sense!

You need to fully understand the income limits, contribution caps, and withdrawal rules.

While Roth distributions can be tax-free, that only applies if you follow all the rules.

For our clients, we consider their current tax bracket, cash flow, whether they'll need access to those funds, and their long-term plans when we advise on retirement savings.

Address

45 N. Chillicothe Road , Suite 10
Aurora, OH
44202

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 2pm

Website

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