What is a bookkeeper? We are part super hero, data detective and number ninja.
We save you time and money; letting you do your greatest work!
Estmere Checks & Balances was started in 1997 by Christine Mason, then a new mom looking for a flexible part time opportunity while raising a family.
As the kids have grown, so has Checks & Balances.
In 2014 Christine decided to take a leap and turn Checks & Balances the sole proprietorship into Checks & Balances, a Bookkeeping Agency. In 2021, Checks and Balances joined with Estmere, Inc to form Estmere Checks and Balances.
Today, Estmere Checks & Balances is located Bellevue, Washington and has a team of has a team of 5 bookkeepers supporting clients of all sizes and types to help them do more of their “thing” by helping with their financial affairs.
Back in 2016, I founded Estmere in 2016 as a way to help small companies to add the power of clear insights to their instincts in order to thrive in business. The motivation for this came from my experience in sales and business management, along with financial analysis and strategy development.
The result has seen businesses around the world improve their profit and certainty over time.
Prior to Estmere, my professional career spanned selling, delivery, and finance in small and large companies as diverse as Naeseth & Solaas and Proact (high-end audio distribution), Philips (medical devices), Lectra (manufacturing), and Concur (business travel and expense management).
I love the way that great financial information, when used properly and presented simply, can add clarity and speed to making better decisions. And as a fellow business owner I know that time is always short!
Nothing gives me greater satisfaction than to help you and your business thrive in less time and effort.
With over 25 year of accounting experience (wow, has it really been that long?) and the support of an amazing family behind me, I have grown Checks & Balances from a part time gig into a well oiled machine. In 2021, I decided to take the business to the next level, joining Estmere to form Estmere Checks and Balances.
I love working with my team and business owners. I love learning about new businesses and how they got started. I love talking with entrepreneurs and feeling that enthusiasm and excitement of success.
I love business and that is why I am here, wanting to work with you.
In joining Estmere in 2020, I bring a rich history and experience in running and managing complex businesses, business strategy and go-to-market strategy to bear with our clients.
25 years working in the IT industry in New Zealand, Singapore and the US has taught me that we all need help to bring clarity and simplicity to our businesses and clients, especially in ever-changing markets.
My most satisfying work is one-on-one with company owners to peel back symptoms of issues to expose their real challenges, set effective business and sales strategies, and execute measurable and practical plans through great communication with their teams, clients and suppliers to achieve uncommon levels of positive and lasting results.
Tim joined the Estmere team in April of 2022 and brings along with him 15+ years of professional accounting experience. Most recently as the Controller of a fast-paced law firm, Tim was able to implement appropriate system controls and establish a focused finance department, while managing the overall cash-flow operations of the firm. Prior to that, he fine-tuned his craft at a reputable CPA firm, with a myriad of tasks from managing a high-volume of bookkeeping & payroll clients to preparation of individual & business tax returns. The foundation of Tim’s background was set while studying accounting at George Mason University. With this extensive knowledge of the financial world, Tim has developed the ability to assess challenging situations and identify critical issues to formulate solutions quickly and decisively. At the core, his goal is to develop strong relationships with clients that positively impact the culture and bottom line of their company.
Lori has decades of bookkeeping experience, has been a certified QuickBooks ProAdvisor for 20 years, and enjoys working with clients to most effectively use their accounting software and assist in their business growth. She treats our clients like family, working tirelessly to provide the support they need. Lori is committed to maintaining the trust that each client places in the hands of our firm and ensures they have the best experience possible. She has dedicated herself to the service of others and goes above and beyond for our clients. Lori also has extensive knowledge in payroll, invoicing and bill pay, and state, city and excise taxes both in WA and nationwide.
Trinity has a passion for helping small business owners to manage and grow their financial wellbeing. With a strong accounting and background and a Bachelor of Science in Finance degree, Trinity provides her clients with expert advice, professionalism, responsiveness and peace of mind. She has been on both sides of the fence, both working for, and with small and medium-sized businesses.
A strong proponent of accuracy at heart, Trinity’s 15+ years of experience includes extensive knowledge in taxes, accounts payable/receivable, bill pay and invoicing, and bank reconciliations.
Christie has nearly twenty years of bookkeeping and payroll experience specializing in service/retail businesses and business trusts. She has experience with small fitness studios, construction, retail, publishing, and design companies. She currently manages full service and monthly clients, payrolls, regular receivable billings, monthly and quarterly business/payroll tax filings, certified payroll filings, and personal accounts.
Shae is an accounts payable and data entry specialist with over 20 years experience in accounting. She works very well with clients who have several checking and credit card accounts and above average number of daily and monthly transactions.
Because we customize, we can’t quote you a price without getting to know a little about you first. So please, while it’s right at your fingertips, leave us your information and we’ll get back to you quickly to set up a time to chat.