Print
Achievers & Accolades

Caroline Montgomery Becomes Adam Shay's First Partner

By Christina Haley O'Neal, posted Jan 15, 2019
Caroline Montgomery

Adam Shay CPA PLLC has named its first equity partner, according to a news release.

Caroline Montgomery, Adam Shay’s tax manager, has been made an equity partner. Officials said in the release that the addition is because of Montgomery’s leadership and the continued growth of the firm, which now has 18 employees.

“I’ve always been open to expanding ownership and for the past three years, Caroline has demonstrated not just expertise and initiative, but outstanding leadership and judgment. Her vision to create a team with expertise for dental practices has put us on a sharp upward trajectory,” said Adam Shay, founder and managing partner, in the release.

Montgomery graduated from East Carolina University with a bachelor’s degree and master’s degree in accounting. She earned her CPA license in 2014.

Montgomery worked for a CPA firm in Greenville for eight years. She started working there as a sophomore in college, according to the release.

She has a combined 12 years of experience within CPA firms.

“Caroline’s reputation as a mentor will be a plus for our staff development and recruiting,” Shay added.

The firm has also expanded its fraud and forensic accounting team and its Virtual CFO services for SME’s and startups, according to the release.

“I am very excited to be part of a growing firm that continues to show success in our focus areas,” Montgomery said in the release.

Ico insights

INSIGHTS

SPONSORS' CONTENT
Webilm julieformal kellystarbuckcom mg 5471

Business is Growing at the ILM Business Park

Julie Wilsey - Wilmington International Airport
Aaeaaqaaaaaaaaidaaaajdhiztrkodm0lte2yjetngrkmy1hotrmltawmdvlmwqyztmymw

Selling Your Story: The Elevator Speech

Diane Durance - UNCW Center for Innovation and Entrepreneurship
Leath 683x10242

Managing Energy as a Business Priority

Lisa Leath - Leath HR Group

Trending News

VentureSouth Starting Wilmington Angel Investment Group

Johanna Cano - Apr 23, 2019

Local Boat Slip Marketplace Startup Wins NC IDEA MICRO Grant

Johanna Cano - Apr 24, 2019

Coastal Carolina Curling Club To Slide Into Own Facility

Johanna Cano - Apr 22, 2019

First New-Panamax Ship A Harbinger Of More Business For Port Of Wilmington

Jenny Callison - Apr 23, 2019

Analysts Expect Live Oak Bancshares To Report Lower Q1 Revenues

Jenny Callison - Apr 24, 2019

In The Current Issue

Hamilton Looks To Redefine The Entrepreneur

Entrepreneurship isn't limited to a select few, says Brian Hamilton, co-founder and CEO of Sageworks, who has been spreading that message i...


MADE: GE's 50 Years In Wilmington

A look at GE Hitachi Nuclear Energy, a provider of advanced reactor technology and services, which has been a major part of Wilmington's bus...


Beach Town's Hotels Seem To Rebound

While Hurricane Florence temporarily shuttered two Wrightsville Beach landmark hotels, along with numerous vacation rentals, the hemorrhage...

Book On Business

The 2019 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

2019 WilmingtonBiz Expo Keynote Lunch - CEO, nCino, Pierre Naude`
Transporting the Future - Power Breakfast 3.12.2019
Health Care Heroes 2018