Updated:
← Back to Top 9 Bookkeepers Elsewhere in Idaho (2026)Cornerstone Advisory Group
What we could verify
- Registered business?
- Registration found: Idaho Secretary of State, status Active-Current, Good Standing
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Other fees only, no monthly price
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
2 of 5 answered from a dated source.
Documents 1 of 5 core services; IRS preparer record found for a named person; publishes a starting price; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Cornerstone Advisory Group | home page Oct 23, 2026 | |
| Website | https://www.meetcornerstone.com/ | home page | |
| Office locality | Idaho Falls, ID | home page | |
| Phone | +12085296643 | home page | |
| Offers bookkeeping | Documented: ...accounting team provides comprehensive support from tax planning to tax preparation and bookkeeping. Tax Services We’re Honored To Receive the Cetera Circle Of Excellence Award... | home page | |
| Month-end close + reporting | Documented: ...your business. Here are just a few of the steps involved in our thorough review: Balance Sheet Integrity Check Verify the accuracy of the balance sheet and ensure alignment with... | /bookkeeping-services | 6 pts (max 6) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Allissabeth Whittle · Enrolled Agent (on the IRS record) · business name on the record: Cornerstone Advisory Group | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes a starting price: "Starting at $500/month" | /client-service-models | 6 pts (max 6) |
| Onboarding described | Documented: ...with your vision, ensuring we’re a great fit for each other every step of the way. Our Process Resources to Enhance Your Financial Knowledge Invest in your financial literacy and... | home page | 4 pts (max 4) |
| Communication channel / process | Documented: ...& families Key Features: Annual Check-Ins Basic Financial Plan Investment Review Client Portal Access Minimum: $250K AUM 1040 Tax Advisory 2 Meeting Model Proactive tax strategies... | /client-service-models | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: Cornerstone Advisory Group · ID record no. 5511936 (Assumed Business Name) · Idaho Secretary of State · Active-Current, Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. The matching Idaho Secretary of State SOSBiz business search record (ID record no. 5511936 (Assumed Business Name)): it shows no formation date we can use (an entity formed in another state, or an assumed name) (checked 2026-09-26) (State business registry): Operating 1+ year (registry formation date) (0 pts, max 5).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: Idaho State Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Allissabeth Whittle under the business name 'Cornerstone Advisory Group' in Idaho Falls, ID. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Idaho Secretary of State SOSBiz business search lists Cornerstone Advisory Group (ID record no. 5511936 (Assumed Business Name)), status Active-Current, Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 23 evidenced items come from Cornerstone Advisory Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.