Updated:
← Back to Top 8 Bookkeepers Elsewhere in Idaho (2026)

Cornerstone Advisory Group

Evidence Score 27/100 at 77% evidence coverage 7 of 8 on the Idaho list How the score works

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?
Publishes a starting 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; publishes a starting price; registered entity verified.

Score breakdown

Documented services + buyer fit6 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 0 checked
Operational + pricing transparency13 of 25 pts, 22 checked
Verified identity + continuity8 of 15 pts, 15 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Cornerstone Advisory Group's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Cornerstone Advisory Group home page
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)
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): Years operating (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); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (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.

  • 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 22 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.