Adam Shay CPA Names Caroline Montgomery as Firm’s First Additional Partner

Wilmington, NC – December 21, 2018 – One of Wilmington’s fastest growing accounting firms, Adam Shay, CPA PLLC, has named its first additional equity partner. Caroline Montgomery, the firm’s tax manager, has been made an equity partner due to her leadership and the firm’s continued growth in serving clients throughout the Carolinas.

“Caroline consistently demonstrates her commitment to our firm’s growth,” said Founder and Managing Partner Adam Shay. “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 judgement. Her vision to create a team with expertise for dental practices has put us on a sharp upward trajectory.”  The practice has also expanded its fraud and forensic accounting team and its Virtual CFO services for SME’s and start-ups.

Adam Shay, CPA, founded in 2010, has grown to 17 employees. “Caroline’s reputation as a mentor will be a plus for our staff development and recruiting,” Mr. Shay said.

“I am very excited to be part of a growing firm that continues to show success in our focus areas,” said Montgomery. “We are unique not only because of the lines of service we offer, but also due to our fixed price approach, strength in use of new technology, and our proactive approach to service.”

Montgomery comments that she has enjoyed developing the dental niche and finds pride in the quality of service provided by Adam Shay CPA. “A successful year for me involves helping clients grow their business while minimizing taxes with individualized tax strategies.

Montgomery graduated from Eastern Carolina University with a bachelors and master’s degree in accounting in 2010 and earned her CPA license in 2014. She worked for a CPA firm in Greenville, NC for eight years, having started there as a sophomore in college, and now has a combined 12 years of experience within CPA firms. She demonstrates her passion for the community by volunteering and is now Treasurer for NourishNC.

Forensic Accounting and Virtual CFO Also Contributing to Firm’s Growth

Adam Shay CPA has also strengthened its fraud investigations and forensic accounting services.  The firm has a robust forensic accounting team, providing fraud detection, litigation support, economic damage calculations, and investigations to support insurance claims.

“There are 2 million CPAs worldwide, but only some 4500 certified in forensic accounting and fraud investigations. We are unique in having such a strong team of senior staff in eastern NC,” said Mr. Shay.

Additional growth, primarily in North and South Carolina, has been attributable to the firm’s Virtual CFO offerings, which provide small business owners a team to oversee the financial health of their business, including budgeting, review of financial reports, expense and ratio analysis and other insights that contribute to business vitality.


About Adam Shay, CPA

Adam Shay CPA serves individuals and private companies throughout the United States and world. The firm’s fixed price approach combines with advanced technology to provide a proactive approach to financial accounting services. For more information, visit