Updated:
← Back to Top 9 Bookkeepers in the Boise City Area, ID (2026)Montgomery & Associates
Evidence Score 31/100 at 75% evidence coverage 7 of 9 on the Boise City area list How the score works
What we could verify
- Registered business?
- Registration found: Idaho Secretary of State, status Active-Existing, Good Standing, formed 2012
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 2 of 5 core services; 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 | Montgomery & Associates | home page | |
| Website | https://www.montgomery-accounting.com/ | home page | |
| Office locality | Boise, ID | home page | |
| Phone | +12083752272 | home page | |
| Offers bookkeeping | Documented: Boise, ID Accounting Firm | Bookkeeping Services Page | Montgomery & Associates Skip to content Bookkeeping Services Contact Us... | /BookkeepingServices.php | |
| Payroll coordination | Documented: Payroll Services | Boise, ID | Montgomery, O'Neil & Associates Skip to content Payroll &... | /payrollservice.php | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Cash Flow Management CFO Advisory Services Consulting & Advisory for Businesses Financial Statements Cleanup Financial Statement Compilations & Preparations Fractional CFO Services... | /services.php | 6 pts (max 6) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Communication channel / process | Documented: ...Us Send Us a File Use our online portal to securely deliver a file to our firm. Client Portal Subscribe to our Newsletter Subscribe to our monthly emailed newsletter to receive... | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: MONTGOMERY AND ASSOCIATES, PLLC · ID record no. 368320 (Limited Liability Company (D)) · Idaho Secretary of State · Active-Existing, Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2012-12-14 (initial filing date of an Idaho-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy.php | 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); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
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); Working contact route verified (0 pts, max 2).
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 MONTGOMERY AND ASSOCIATES, PLLC (ID record no. 368320 (Limited Liability Company (D))), status Active-Existing, Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2012-12-14 as the initial filing date of an Idaho-formed entity.
Data limitations
- 19 of 21 evidenced items come from Montgomery & Associates'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.