Carlo

Specialties

Financial Planning

Shay CPA's Fractional CFO and Finance Advisory Service delivers senior-level financial leadership to growing t... Read more

Tax Preparation

Shay CPA prepares corporate income tax returns exclusively for C corporations at every stage of growth, from f... Read more

Business Taxation

Shay CPA delivers comprehensive business tax compliance and planning for venture-backed and tech-enabled C cor... Read more

International Taxation

Shay CPA provides cross-border tax services for both foreign tech companies expanding into the United States a... Read more

Industry Expertise

Retail and E-Commerce Business Accounting

Shay CPA provides specialized accounting for e-commerce companies selling direct-to-consumer through digital p... Read more

Technology Startup and Software Company Accounting

Shay CPA is purpose-built for technology companies and their founders, serving startups at every stage from fo... Read more

Financial Services and Investment Firm Accounting

Shay CPA serves Fintech and Banking as a Service (BaaS) companies navigating the complex intersection of regul... Read more

Nonprofit Organization and Charity Accounting

While Shay CPA's primary focus is technology companies, the firm works with a network of affiliated accounting... Read more

Energy and Utility Company Accounting

Shay CPA provides specialized accounting for CleanTech companies developing renewable energy, energy-efficient... Read more

About Carlo

Carlo is a Staff Accountant at Shay CPA P.C., performing monthly close procedures including bank and credit card reconciliation, accounts receivable tracking, fixed asset reconciliation and depreciation, prepaid expense management, and deferred revenue recognition for technology company clients. He holds at minimum an undergraduate degree in accounting and is QuickBooks ProAdvisor and Gusto People Advisor certified.