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 and small businesses.
Taresa holds two Bachelor of Science degrees in Finance and Accounting from Regis University in Denver, Colorado.
About Me
I prioritize my clients’ best interests with transparency, loyalty, advocacy, and integrity.
I partner closely with my clients financial and legal advisors to clarify complex questions and help achieve their financial objectives.
My goal is to serve as your trusted partner, helping organize, automate, and optimize your finances and personal affairs with confidence.
My Approach
Consult with Me
All Consulting Services are customizable to meet your Individual or Small Business objectives.
* Inventory clients’ assets, income, expenses & liabilities to build a profit & loss (P&L) statement
* Manage personal finances including on-line bill payment set-up and account monitoring
* Set up and manage online financial accounts, subscriptions and records
* Coordinate and attend meetings with business partners (Trust Lawyer, Tax or Financial Advisor)
* Trust, Estate or Probate administrative management
* Tax or Audit readiness
* End-of-life personal affair readiness
Schedule with Me
NEW CLIENTS: Ready to get organized or still have some questions?
Schedule your complimentary consultation today.
Existing Clients
Schedule your next Working Session or find Billing & Payments here:
Connect with Me
Text, Call, Email, or Connect below to customize the right consulting services for You or your Small Business.