Thielen & Associates was launched in 2004, based on a collaborative idea from our Managing Director, Paula Thielen, and her adult children Jeremy Thielen, and Marisa Thielen Fugate. Their entrepreneurial vision was to create a full service accounting and financial services firm that would not only allow them to share their accounting experience and knowledge with individuals of the public, but also assist fellow entrepreneurs in their visions and establishment of their own successful businesses. They believed that they could establish a firm that valued relationships, and they felt that by viewing every client relationship like a partnership ; their success would be a direct result of the client's success. They committed to providing close, personal attention to each client, and took pride in giving the clients the assurance that the personal assistance they received came from years of advanced training, technical experience, and financial acumen. Their continual dedication of time and resources in professional continuing education, state-of-the-art technology, and extensive business relationships is indicative of their commitment to excellence. Paula Thielen Paula prides herself in the practice of helping her clients pursue their individual financial goals and supporting them in the process of making sustainable business decisions. She has assisted many companies in their financial success and believes that her corporate clients can be mindful of people and the planet, while making profits. As she explains, We care about our clients and want them to be able to create wealth while minimizing future risks and maximizing economic, environmental, and social value.As a Certified Public Accountant, Paula has over 30 years of experience in the accounting profession, both in private industry and in public practice. Past industry positions have included CFO, Corporate Controller, Vice President of Finance & Operations, and Director of Finance. She is CPA licensed in both California and Arizona and has attained the Personal Financial Specialist designation, through a combination of extensive tax experience with comprehensive knowledge of financial services. She holds both Series 7 and Series 66 licenses. Paula's educational background consists of a Ph.D. in Human & Organization Development, an MBA in Finance, an MS in Organizational Behavior & Development, an MA in Human & Organizational Systems, and a BS in Business Administration & Management with an Accounting Concentration. Her doctoral research has been on good corporate citizenship and the triple bottom line of sustainability. She is a member of the American Institute of Certified Public Accountants ( AICPA ) and the California Society of CPAs ( CALCPA ). She donates her time to the non-profit organization Silicon Valley SCORE, a resource partner with the U.S. Small Business Administration, which provides free and confidential small business advice for entrepreneurs. She also teaches finance and accounting in MBA Programs at local colleges. In her spare time, she enjoys spending the day at the ball park cheering on the San Francisco Giants along with her husband of 39 years, and playing with their young granddaughters. Jeremy Thielen Jeremy brings more than 10 years of experience to our clients as a staff accountant and makes a point of putting each client he interacts with at ease. He takes the time to respond to their bookkeeping and taxation questions and ensures that when their conversation comes to an end, the client has a simpler way of understanding some of the ins and outs of collecting the proper data that we would need. He notes, We partner with each of our clients to provide a framework for getting organized and remaining that way so that they are always prepared for tax season, and accounting deadlines.With business skills and leadership ability essential to helping clients implement accounting software and selection, process payroll, prepar

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