Caroline Montgomery, CPA, MSA, is tax manager and partner of Adam Shay, CPA, PLLC. Her fast-growing team of professionals helps business owners and individuals achieve their financial goals, taking a proactive approach to minimizing taxes and improving cash flow. Montgomery’s undergraduate and graduate degrees are from East Carolina University. She joined Adam Shay CPA in 2015, becoming partner in 2019. Contact her about Virtual CFO services at [email protected] or (910) 256-3456.