Expert Solutions

Loans for just about anything! Ledgers you can count on! 

At Loans and Ledgers we combine innovative lending solutions with trusted CPA services.

Loans and Ledgers is a landing page connecting you to lending and accounting services. 

Zach is the Founder of Uptown Financial Group, Inc., a boutique lending firm licensed in CA, CO, FL, VA & TX, and originating business-purpose loans nationwide. With 25+ years in financial services, he and his team help clients secure the right loan for nearly any need—home purchases, refinance, business, or personal need—by combining deep expertise, strong lender relationships, and personalized service.

Zach is the Founder of Zax Tax, Ltd. and a CPA with 25+ years of experience. He specializes in tax planning and preparation, automated bookkeeping (free), payroll, outsourced CFO and Controller services, financial reporting, tax compliance, and M&A support. His focus is on strong financial controls, clear reporting, and long-term strategic guidance.