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Thinking of Ideas

A dynamic approach and 

freedom to do what's best for our customers.

Pushing ourselves to our limits to go above and beyond for our clients, driven by a desire to deliver only the best fee-only advisory, tax, accounting and risk management services. With 15 years of relentless effort to improve our business, our fiduciary approach offers your Fresno, CA business a suite of high-level solutions ranging from fee-only money management, complex business advisory to tax and risk management. Give us a try, we are certain you'll be amazed.

Wealth management, tax, retirement plans, accounting and business insurance.

Simple solutions for complex problems.


Support Local

Increase Growth

Reduce Vendors

Save Money

Experience True Freedom

Planning and advice

From personal financial planning, retirement plans to accounting and payroll we can help you and your business with many financial goals. More than anyone, business owners need a sound approach, integrating their personal goals while building a bullet proof business. is where we start.

Straightforward pricing

With a fee-based approach our team of advisors provide straight forward advice!

Strong customer service

We treat our customers, advisors and staff like family with quick personal service, local support and accountability. 

About Us

Financial Advisory

Fee-Only financial advisory services. Services include comprehensive financial plans, retirement planning and investment management for professionals, affluent, business owners and 401(k) plan participants.

Tax & Accounting Services

Individual and corporate tax returns, full service payroll, payroll tax, 401(k) tax returns (5500 filings), retirement plan administration, bookkeeping and financial reporting. Our Fresno, CA accountants use a straightforward approach sure to reduce costs and enhance your productivity. Together with our advisory team we can help reduce costs, and help you grow your business.

Risk Management 

Reducing risk is important when you run a business. Having the right commercial insurance broker is key. Kerr Insurance Brokers provides access to over 125 commercial insurance carriers and specializes in workers compensation, business owner policies, general liability, fleet (commercial auto), professional liability and much more. Spanning across 35 industries the insurance brokers at Kerr offer 25 years of collective experience.

Father and Son Playing


Retirement Plans

From pension plans to 401(k) plans The Kerr Companies provides a streamlined approach to significant tax liability reduction, tax planning with a variety of retirement plan solutions. 

  • Defined Benefit Plans ($245,000 contribution limit)

  • Cash Balance Plans ($245,000 contribution limit)

  • 401(k) Plans ($20,500 contribution limit)

  • SIMPLE IRA Plans ($12,500 contribution limit)

  • Profit Share Plans ($67,500 contribution limit)


From google to yelp our company is five star rated. Our clients are our family, without them, we have no business. 

Fast on-boarding

Your business and employees can be setup in minutes.

Advice, not a constant sales pitch

You need a support team, not a constant salesman. The Kerr Companies platform educates, creates real value and solves problems.

Full service

 Enjoy our comprehensive full service platform while doing what you do best, manage and grow your business!

Real customer support

As a local company in Fresno, CA many of our customers rely on a personal relationship. 

Multi-service discounts

Combine workers compensation with payroll and eliminate broker fees, setup fees and get other discounts.

Employer and Business Owner Solutions

​Integrated business solutions for your small business.

  • Business planning.

  • Business developement.

  • Full-service payroll.

  • High-level and affordable bookkeeping.

  • Retirement plans (401(k), SIMPLE IRA, SEP IRA)

  • Payroll Tax Services.

  • Business Insurance.

  • Workers Compnesation.

  • Employee Benefits.

Individual Solutions

Holistic Wealth Management Solutions

  • Personalized financial planning.

  • Tax minimization planning.

  • Retirement planning.

  • Investment portfolio management.

  • Cash flow planning.

  • Insurance planning.

  • Social security optimization.

  • and more.

The Kerr Companies

7255 N. First Street 101A

Fresno, CA 93720


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