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Asset Marketing Systems

Asset Marketing Systems

Reviews Summary

The reviews consistently highlight exceptional professionalism, comprehensive support, and a strong community culture. Advisors praise the top-notch training, marketing strategies, and personalized care for both small and large businesses. The company is celebrated for its integrity, industry expertise, and commitment to continuous improvement, making it a trusted partner for financial professionals. Many emphasize the unmatched value, inspiring events, and family-like atmosphere that fosters success.

About This Listing

Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Insurance Agencies
Risk Management
Years of Practice
CPA License

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

Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Insurance Agencies
Risk Management
Years of Practice
CPA License

Contact Information

Address

13500 Evening Creek Dr N Suite #550

San Diego, California 92128

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-4PM
Tuesday 7:30AM-4PM
Wednesday 7:30AM-4PM
Thursday 7:30AM-4PM
Friday Closed
Saturday Closed

Customer Reviews

Asset has been the best marketing company in the Financial services industry that I've seen. Their primary focus on seminar marketing is a cutting-edge approach to attracting more focused clients for your business. Their support system and training programs are unmatched. I can't thank them enough for helping me with my business.

Asset Marketing is everything I have been looking for as a financial professional. It is a really neat and very personable company. Thank you asset for sharing your beautiful company with me and for inviting me. I'm truly grateful.

Amazing teachers and great helpers. Very organized and supportive. Currently in training with Asset; loving the endless knowledge they provide and more.

The key for any organization to remain successful is continuous improvement. Asset has improved it Sales and networking event each year. This year is the best because it covered not just products and sales but the psychology of advisors and the need to adjust to clients commutation style.

Asset believes in strengthening their financial advisors with the best training and support possible. The culture and community have been a blessing while I transition from my previous profession into a financial advisor.

As a woman in the financial services industry, it can be challenging at times. The support that Asset Marketing Systems offers goes far beyond what other IMO's offer. Having been with AMS for a number of years I can say that at AMS it is "family". From the owner - Jennifer Schendel to my Business Consultant Dee Costa and the rest the staff to the many agents associated with AMS; everyone is there to help each other be the best for their clients. The training, support, materials and industry-wide events help

Asset Marketing Systems has done more for me and my firm than I could ever express in a review. From the top-down, everyone there is filled with integrity and always willing to lend a hand or offer an idea that will actually work. I've been around this business for 40 plus years and it wasn't until my last 7 that everything really clicked. They have everything to do with this! Jennifer Schendel and Bruce Beaty as well as the rest of the team have encouraged me and really worked hard to give me and my tea

Absolutely killer imo. Their passion to help the small and large advisor is in paralleled. Highly recommend signing with them to grow your business!

AMS has always been a great organization for independent financial advisors. Great community that can help you improve.

Excellent insurance and financial advisors conference. 5 star quality. Great concepts to add value to clients.

There were so many ?a-ha? moments over the last two days. Congratulations on checking every box, crossing every T, and dotting every i. I'm inspired!!

Asset is a top notch organization. Tremendous professional staff. A phenomenal resource for financial professionals.

Such a great company to work with. They are extremely knowledgeable and friendly.

Great firm and provides a lot of great support to their advisors.

Awesome staff and array of products to choose from ??

They are a great organization! A truly personal company that cares about the advisor success.

Awesome group very comprehensive, professional and a cut above the rest. ??

This is a company that really cares for their advisors and staff. Very experienced in the industry and values service quality

Thee best IMO in the entire industry. The tools, programs and training afforded to me is second to none. Wonderful staff and great people.

Beyond helpful with anything and everything you could ever need. I can't refer this company enough.

Asset Marketing Systems is awesome and a great resource for financial advisors and agents.

Great culture and experts to help me help my clients.

Such great, honest people!

Another great event with AMS!

A PROFESSIONAL and PEOPLE ORIENTED Financial Marketing Organization ??????

I really enjoy everyone that I've met and work with.

Like always, time well spent.

Asset does everything with excellence!

Unbelievable marketing strategies!

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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