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
Nealjohnson 12191614553

What's the Role of the HOA?

Neal Johnson - Network Real Estate
Webilm julieformal kellystarbuckcom mg 5471

Business is Growing at the ILM Business Park

Julie Wilsey - Wilmington International Airport
Johndevaneycapefearclinic300x300

Cape Fear Clinic Pharmacy

John Devaney - Cape Fear Clinic

Trending News

New Bakeries, Including Breadsmith, Coming To Wilmington

Jessica Maurer - Feb 18, 2019

Chef And Managing Partner Dean Neff Leaving PinPoint Restaurant

Jessica Maurer - Feb 20, 2019

City Council Set To Consider Castle Street Property's Future

Christina Haley O'Neal - Feb 18, 2019

Business Owners, Elected Official Among TEDxAirlie Speaker Lineup

Johanna Cano - Feb 20, 2019

Pita Delite Welcomes Diners At New Landfall Shopping Center Location

Jessica Maurer - Feb 20, 2019

In The Current Issue

Tourism Group Names Azalea Festival Top Event

The Southeast Tourism Society recently named the N.C. Azalea Festival one of the group’s Top 20 Events in the Southeast for April this year....


Housing Market: When History's For Sale

Homebuyers in the market for a historical dwelling seem to have at least one thing in common: a love of storied structures, big or small....


Changing Tides

While some might expect the growth spurt in the town of Carolina Beach to cause major growing pains, town officials say the challenges posed...

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

Health Care Heroes 2018
2018 WilmingtonBiz Expo - Keynote Lunch with Eric Dinenberg, Rouse Properties