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Caroline Montgomery

Tax Manager, Partner, Adam Shay CPA, PLLC
BIO

Caroline Montgomery, CPA (NC License Number 39017), MSA, is tax manager and partner of Adam Shay CPA, PLLC. The most rewarding part of what she does is helping business owners and individuals achieve their goals, all while workin  

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Financial
Nov 15, 2019

KPIs: Finding Your True North

This Insights article was contributed by Chris Massey, CPA (NC License Number 39147), a tax manager at Adam Shay CPA, PLLC.   Early Chinese navigators may have been the first to use compasses t ...

Financial
Oct 15, 2019

Up-to-Date and Accurate Books: A Key Component of Business Decisions

Growing a business is tough — there are a lot of moving parts and information coming at you. All too often, we come across situations where people have made decisions without knowing their true ...

Financial
Sep 27, 2019

When the Storm Passes

This article was contributed by Natalie Addy, a fraud and forensic accountant at Adam Shay CPA, PLLC. The latest storm has come and gone, and home and business owners are left dealing with the afte ...

Financial
Sep 17, 2019

Why You Need Timely Financial Data

The world moves fast — and you always need to be moving several steps faster. As an entrepreneur in today’s world, everything moves at a quick pace. Does your financial data? Unfortunately ...

Financial
Sep 1, 2019

Are You Still Paying Tax Penalties for Not Having Health Insurance?

Most people are familiar with the Affordable Care Act (ACA) and the requirement to have health insurance or else be penalized on income tax returns. It’s certainly been a pain point over the las ...

Financial
Aug 16, 2019

Trade Crypto Currency? Chances Are The IRS Knows About It

Recently, the IRS has made a PR push to let cryptocurrency traders know that letters are being sent to warn them to review the rules about tax reporting of cryptocurrency transactions. There are ...

Financial
Aug 2, 2019

Charitable Donations After Tax Reform

This Insights article was contributed by Chris Massey, CPA (NC License Number 39147), a senior team member at Adam Shay CPA, PLLC. Taxes have long been used to achieve certain societal goals, or at ...

Financial
Jul 15, 2019

Business Owner Frustrations

Being an entrepreneur is tough. As a trusted advisor to entrepreneurs, we see that all too often when we meet with a new potential client. Some common entrepreneurial frustrations that can be addresse ...

Financial
Jun 12, 2019

Business Budgeting

A question that accountants often get is “If I’m showing that much income, where did it all go?” This question highlights the issue of not having a formalized budget in place (amongs ...

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Failure And How To Avoid It

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Advocacy: The Heart of the Chamber

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If You Love What You Do, Why Should You Make Plans To Leave?

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In The Current Issue

First Carolina Bank Hires Cameron, Preps For Branch

The next six months will be busy ones for First Carolina Bank, as the Rocky Mount-based financial institution prepares to open a full-servic...


Retired Leader Reflects On Service

Ann Hardy, who recently retired as manager of Brunswick County and received the Order of the Long Leaf Pine in October, looks back on her ca...


NHRMC Building Plans Continue

Even though New Hanover Regional Medical Center’s future ownership status remains up in the air, the health system has not pulled back on it...

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2019 Health Care Heroes
August 26, 2019 Power Breakfast: A Healthy Sale?
2019 WILMA Leadership Accelerator
2019 WilmingtonBiz Expo Keynote Lunch - CEO, nCino, Pierre Naude`