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KERR WEALTH MANAGEMENT

KERR WEALTH MANAGEMENT

Reviews Summary

Customers consistently praise the exceptional service, expertise, and personalized financial guidance provided. Many highlight the team's responsiveness, transparency, and ability to simplify complex financial concepts. Clients appreciate the comprehensive support—from retirement planning to tax services—and value the honest, fee-only approach. The friendly, professional staff creates a welcoming environment, making clients feel like family. Several note significant improvements in their financial literacy and confidence, with some calling it a life-changing decision. The team's dedication during challenging times (like COVID-19) is also commended. Overall, satisfaction is high, with strong recommendations for those seeking trustworthy wealth management.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Real Estate
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Real Estate
QuickBooks

Contact Information

Address

7255 N First St #101

Fresno, California 93720

Visit Website Call Now Get Directions

Hours

Sunday 8:30AM-5PM
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday 8:30AM-5PM

Customer Reviews

I had been looking for a financial planner for several years until I met Andrew. Finally, my search is over! Andrew has come up with a plan for my personal finances and is helping me with my small business. Him and his team are knowledgeable, friendly and professional. They provide awesome customer service at a much better price that I had previously for payroll, bookkeeping and insurance. I'm extremely happy with Kerr Wealth Management!

Kerr Wealth Management has revolutionized my finances. They are top of the line when it comes to helping you increase your financial IQ and for delivering top tier customer service. Anytime I have a question or want to talk, I simply pick up the phone and call or text and get a response in under a minute. Andrew and his team are phenomenal at what they do and an absolute pleasure to do business with. Kerr Wealth Management will be one of the smartest decisions you ever make if your goal is financial freedom

I am very excited to work with Andrew and his team. From the moment you walk in, you are greeted warmly and treated like family. Andrew has used his expertise to guide me in my current situation, but more importantly has provided me with a clear roadmap to a prosperous financial future. I now have a sense of confidence and know that I have been given a thoughtful and thorough evaluation. With Andrew?s knowledge and advice, I can secure the future that I didn't know was possible. If you are looking for a fi

Choosing a financial advisement firm is a stressful endeavor. You want someone you can whole-heartedly trust, is passionate about what they do and an expert in their field. Not all firms are created equal and I learned that while going through my own process of hiring a firm for my own office. Luckily, I was referred to Andrew by a friend and business owner. Andrew has been nothing short of amazing to work with. He is professional, responsive and just absolutely cares about the work he is doing! My staff f

Andrew has helped me uncover fees I didn't know I was paying with Wells Fargo Bank. Andrew taught us the value in fee only finacial advice and we are so thankful for making the move. Andrew has also helped us make financial planning straight forward and now we have a solid understanding of what we need for our future. He is easy to work with and will not sell you investment products. So thankful for you Andrew and The Blosser Harrison team.

Andrew is very knowledgeable and always strives to work hard for his clients. He always has time to sit and discuss my portfolio every time I've popped in even without an appointment. I recommend Blosser Harrison and Andrew for all your Wealth Management needs.

We started working with Andrew and his team a few years ago. They are second to none and I am one of those people who can find something to complain about. Being a small business we are always trying to maximize our dollars and income fluctuations make things difficult from time to time. We were abruptly put out of work and forced to close down due to COVID-19. Immediately and I mean immediately Andrew, Mike, Keri and Sam took care of everything for us. Cutting our insurance rates with the same and better c

There are not enough words to describe how exceptional this company is! We've been clients for several years and have watched them grow. Even with increased clientele you are still able to call or text and get a response almost immediately! They've helped my husband and I increase our financial knowledge and plan for our retirement. They do everything here? tax planning and preparation, 401k and pension, retirement, insurance- the list goes on and on! Everyone in the office is educated and friendly. It's a

Kerr Wealth Management has been one of the best decisions I've ever made when it came to my financial management. I do not have much money at all and they've given me a great plan and breakdown of how to achieve my goals. I met with other financial experts and they were overpriced or uneducated. Also, I felt like they really made me feel welcome as a person that is very uncomfortable handling different financial situations. I hope to keep them as my financial managers for the rest of my life.

Unbelievable service, Andrew is always available for my phone call at anytime. I feel at ease knowing that his team is always there for me whenever I need. This is the best recommendation that I could ever make, we are beyond happy.

If you are in need of a honest and hardworking team to manage your portfolio this is your choice . Andrew and his team far exceed our expectations daily to help us manage the crazy road of money management!

I have been working with Andrew for years and couldn't be happier. I referred friends and family. Customizable solutions for anyone building wealth and readying for retirement!

Excellent customer service. They really make wealth management for somebody like me, easy to understand and accomplish. I'm very grateful for Andrew and all the staff.

I am very happy with this company and would recommend anyone seeking financial advise to come here.

They are always available to help with any problem Quick to respond. Friendly staff

to bad im broke this place is cool

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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