PERSONAL FINANCE MANAGEMENT
YOUR TRUSTED PARTNER IN
PERSONAL FINANCE MANAGEMENT
Taresa Doheny is the founder and owner of TD Controllo LLC.
With over 20 years of professional experience in Public Accounting, Corporate Finance, Audit, Risk and Compliance, Taresa brings deep expertise and a personal touch to finance management for individuals, families and small businesses.
Taresa holds two Bachelor of Science degrees in Finance and Accounting from Regis University in Denver, Colorado.
About Me
At TD Controllo, I help individuals, families and small businesses organize, automate and streamline their finances.
Grounded in transparency, advocacy, and integrity, I serve as a reliable, hands-on resource focused on the organization and implementation that other professionals don’t have time — or permission — to offer, so my clients can gain clarity and make well-informed decisions.
My 90-Day Financial Reset is designed to bridge the gap between financial advice and real-life execution, offering structured support to help optimize your finances and personal affairs with clarity and confidence.
My Approach
Consult with Me
Organization, Clarity, and Execution — structured and time-bound. What’s included:
FINANCIAL CLARITY:
Inventory of assets, income, expenses, and liabilities
Consolidated financial snapshot and cash flow overview
SYSTEM SET-UP & ORGANIZATION:
Online bill payment setup and automation
Organization of accounts, subscriptions, and records
EXECUTION & COORDINATION:
Hands-on implementation of agreed-upon systems
Preparation for & coordination with existing professionals
ROADMAP & NEXT STEPS:
Identification of inefficiencies and opportunities
Clear, prioritized next steps for confident decision-making
POST-RESET SUPPORT:
Optional follow-on support is available as short-term implementation assistance or light monthly maintenance
The 90-Day Financial Reset:
Hands-on administrative support for navigating complex or time-sensitive matters:
Trust, estate, or probate administrative support
Coordinate with trust attorneys, tax professionals & financial advisors
Executor or trustee administrative assistance
Unclaimed property filing assistance
Tax or audit readiness support
Administrative organization related to life transitions
Customizable engagements are scoped on a case-by-case basis.
Other Custom Services:
New Clients: Schedule with Me
Ready to get organized or still have some questions?
Schedule your complimentary 15 minute consultation today.
Existing Clients
Book your next 2 or 3-hour Working Session here:
Connect with Me
Text, Call, Email, or Connect below to customize the right consulting services for You or your Small Business.