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 and personal affairs.
As a reliable, hands-on resource, I provide personalized support so clients can see their full financial picture, make informed decisions, and strategize confidently for the long term.
I prioritize my clients’ best interests with transparency, loyalty, advocacy, and integrity.
My goal is to serve as a trusted partner, helping to 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 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
* Unclaimed Property filing assistance
* 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
Book 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.