Brenda L. Martinson
FINANCIAL ORGANIZATION | Business Consulting Services
I assist business owners and retirees in organizing, managing and overseeing their homes and offices.
But also helping family members within an Independent Living Community can bring decluttering and organization to their living spaces.
FINANCIAL MANAGEMENT
Financial Organizing and Consulting
Budget Development and Management
Tax Preparation Assistance
Setup Bill Payment and Filing Systems
Bookkeeping Management
Identity Theft Protection
Review and Negotiate Insurance Policies
By setting up systems and organizing the overflow of paperwork, I can help you oversee, organize and manage your living or working space.
ORGANIZATION MANAGEMENT
Home | Office Organization
Paper | Electronic Management
Create Policies and Procedures
Coordinate Home Move-IN and Move-OUT Process
Oversee Home Improvement Projects
Property Management
Marketing
Brenda L. Martinson is owner and founder of San Diego Personal Business Services, a Financial Organizing | Business Consulting company located in Carlsbad, CA. For more than 20 years, she has been in leadership roles for small to mid-sized companies in the health-care, real estate and training & personal development industries. Working with top-level executives and managers, Brenda has designed and implemented organizational and efficiency systems to help companies improve profits and optimize their people.
As a Financial Organizer/Business Consultant, she utilizes her skills and experience to assist busy and/or retired professionals save Time, Money, and Space. Brenda’s organizational systems have helped people manage the personal and business clutter of one’s life through a customized and easy to maintain process. This process includes setting up systems and gathering resources to organize and improve one’s working/living spaces.
CREDENTIALS
Masters of Healthcare Administration, Chapman University
Bachelors of Business Management, Chapman University
Certified Senior Advisor (CSA)
HR Management Certificate
Inactive, CA Licensed Real Estate Agent
Certified Property Manager
Member, Society of Certified Senior Advisors
Associate Member, Legal Shield
formerly Member, National Association of Professional Organizers
Speaking Engagements with Rancho Santa Fe Garden Club: "How to Organize and Balance your Life: Practical, Easy Ideas and Techniques for your Home Office"
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