March 2014 Archives

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Fat Tuesday & Mardi Gras 2014

 So far tax season this year has really proven to be a beast!  But we are getting there day by day; it’s very rewarding to have so many NEW clients coming in as well as our returning clients. 

Mardi Gras 2014

Mardi Gras 2014

Blake and I have had some fun and busy nights with events over the past few weeks and last night was a really great event!  We attended the Annual Mardi Gras Party that is hosted by the Cary-MacGregor Rotary Club and Life Experiences.  We love going to this party and always have fun seeing lots of friends, tasting lots of good food and celebrating the Mardi Gras festivities!  Thanks to Lois Cozart from My Girlfriends Closet for providing me with the LOVELY magenta dress!  It was a perfect fit for the Mardi Gras 2014 celebration!  Here is a picture of us with the President of the Cary-MacGregor Rotary Club, Owen Robinson and his wife, Freda.  Congrats to Cary-MacGregory Rotary and Life Experiences for such a fun Mardi Gras 2014 party!

How do YOU deliver your taxes?

How do YOU deliver your taxes?

 As I mentioned earlier, we’ve had LOTS of new tax clients coming in this year (thanks to all of those great referrals from current clients & friends and the power of our website!) I’m always amazed at the fun and creative ways that clients bring in their personal tax items…just take a look at this stash of boxes and folders that came in yesterday!  I used to call tax season “shoe box season” but without the shoes…as clients would bring in a whole years worth of paperwork all crammed into a shoebox!  We’ve got a good majority of our clients trained now though so we don’t get too many shoeboxes.

Brad from Edward Jones with Gigi's!

Brad from Edward Jones with Gigi’s!

Yesterday afternoon we got a special delivery…so let me give a BIG thanks to Brad from Edwards Jones for stopping by yesterday with a DELICIOUS box of Gigi’s Cupcakes!  Brad is a great referral partner for Smith & Smith, CPA and we love those little ‘tax break goodies’ that come in this time of the year!  I was happy to see that my FAVORITE Gigi’s cupcake, Wedding Cake, was included in the box!  Thanks so much Brad for stopping by to see us during our craziest season of the year!!  Brad’s office is very close to our office and we enjoy getting to see Brad and his office staff several times a year.  It is so very important for CPA firms to have solid referral partners in ALL industries so that we meet the needs of our clients.

 

 

Tax season is in full swing!  We are accepting new clients and the phones & emails are very busy with inquires for service and appointments are coming in strong.  Thank you so much!  We love working with all of our clients and we appreciate your business!  Thank you for referring to Smith & Smith, CPA!  

Follow my blog via email by clicking HERE  

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax

 

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A Shoe Auction & Feast of Fashion Fit for Cinderella

I don’t get to be out of the office very often during this time of the year, Tax Season!  I’m at the office as much as I can to help with clients coming in and out and helping manage the phones and emails.  

The Magic of Shoes with WBON Friends

The Magic of Shoes with WBON Friends

But today was an exception and I was out of the office for several hours to help with the Annual WBON of Cary Charity Fashion Show.  This year the event was called “The Magic of Shoes…A Shoe Auction & Feast of Fashion Fit for Cinderella”.  The event was held at Bien Venue in Apex, NC (same place as the WBON Murder Mystery last year) except this time it was a luncheon event.  The fashion event had over 50 pairs of shoes that were up for silent raffle and some lovely jewelry too! 

Benefiting A Note in the Pocket

Benefiting A Note in the Pocket

I bought a roll of 25 tickets and ended up winning 3 pairs of shoes (two of them from My Girlfriend’s Closet).  YEA ME!   All of the proceeds from this event went to benefit the charity called A Note in the Pocket.  This worthy organization provides clothing to impoverished and homeless children in Wake County.  I first met A Note in the Pocket several years ago through the Triangle Ladies Power Lunch.  Belk of Cary Towne Center provided all of the fabulous fashions for the fashion show! 

I won 3 pairs of shoes!

I won 3 pairs of shoes!

Thanks so much to Marissa Basla, Manager of Belk at Cary Towne Center, for allowing Belk to be involved.  I met Marissa back in the fall through a mutual friend and WBON was very lucky to get to work with Belk this year!   All of the models for the fashion show had a great time picking out their outfits and Belk was VERY easy to work with and their items were perfect for women (and men) of all shoes, sizes, personal taste, and budgets!  I was in charge getting the clothing too and from the store and also helped with the ‘back of the house’ part of the fashion show (thanks also to Dr. Heather Sefried of Nirvelli Day Spa and Katherine Green for also helping in the back with all the models and flow of the show).  We were so happy to have Marissa attend the event too! 

wbon of caryJewelry for the models was provided by Park Lane, shoes by My Girlfriend’s Closet, and bags by Miche.  We also had several other women involved with WBON who helped to do hair and make-up for all of the models.  One of the biggest raffle items for the afternoon was a 2-hour magic show provided by The Amazing Magic of Wayne Anderson! I think it was a very successful event and everyone had a great time!  I also hope we raised lots of money for A Note in the Pocket!  And I must give kudos to Catherine Katz and Elisa Roels who helped to organize the whole show…from start to finish they both did an excellent job!!!!  Thanks to Lois Cozart of My Girlfriend’s Closet for dressing me in the striped sweater, red jewelry and hot red high heels by Steve Madden!  They are having a big sale to make room for all of their beautiful spring & summer outfits!  Stop by to see them and mention Beccasblog.com to get 10% off your purchase! 

Tax season is in full swing!  We are accepting new clients and the phones & emails are very busy with inquires for service and appointments are coming in strong.  Thank you so much!  We love working with all of our clients and we appreciate your business!  Thank you for referring to Smith & Smith, CPA!  

Follow my blog via email by clicking HERE  

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax

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Stop By, Drop Off and Pick-Up!

We get lots of calls this time of the year for clients wanting to set-up an appointment to get their taxes done.  That’s understandable, but we’ve found out over the years that another system works better…it’s called the “Stop By, Drop Off and Pick-Up” your taxes! 

Cam, Brian and Blake...Stop By, Drop Off and Pick Up service!

Cam, Brian and Blake…Stop By, Drop Off and Pick Up service!

The system works great!  Clients can stop by the office at anytime, drop off their tax papers, we’ll prepare their taxes (reach out to them via phone/email with any questions) and then once they are ready clients just come back by and review and sign and DONE!  Very simple, saves time for everyone and keeps a good flow going.  So in other words…no appointment necessary!  Tax papers can also be mailed, emailed, faxed or put through our website secure portal.  I’ll be looking for YOU to stop by, drop off and pick-up later this week!

 

Tax season is in full swing!  We are accepting new clients and the phones & emails are very busy with inquires for service and appointments are coming in strong.  Thank you so much!  We love working with all of our clients and we appreciate your business!  Thank you for referring to Smith & Smith, CPA!  

Follow my blog via email by clicking HERE  

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax

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Welcome back Triangle Ladies and a Piece of Savannah!

Yesterday I had the pleasure of attending the Triangle Ladies Power Lunch…the FIRST one for 2014! 

Becca with Sharon Decker

Becca with Sharon Decker

This is an event that Smith & Smith, CPA is proud to sponsor and has recently moved to quarterly meetings for the 2014 year.  I had missed so many of my friends from this group (our last meeting was in November 2013!) Smith & Smith, CPA has been sponsoring this event for many years and I always enjoy having an expo table and being able to bring along 3 guests (perks of being a Gold Sponsor!!)  I always try to take along a client to share my expo booth space this time I took BJ Davis.  BJ is a Leadership Training and Team Development Coach.  She was very engaging with the attendees and I enjoyed her being there so much! I also took along Amy Gretenstein and Tia Coppus.  We had a wonderful lunch table (hosted by Smith & Smith, CPA) and the speaker was Sharon Allred Decker, NC Secretary for the Department of Commerce.  I honesty can say that she ranks up there with being on of my TOP FAVORITE speakers in the history of Triangle Ladies Power Lunch!  I didn’t really know what to expect from her talk but I found myself hanging on to every word!

Winner of the flowers from Coach BJ Davis!

Winner of the flowers from Coach BJ Davis!

  She gave FOUR Tips that she has learned in her life: 1) You need to be open to Possibilities!  2) Be Still…we are killing ourselves with all of our ‘busyness’ and we need to stop saying YES to everything 3) Be Thankful…keep a “Thankful Journal” and write 4 things in it each night and 4) Quit Trying to Live a Balanced Life…life is a DANCE…so stop trying to balance and learn to dance.  Thanks so much to TLPL host, Carrie Peele and her team at Blue Diamond Limo for bringing Sharon Decker to speak and for a FANTASTIC TLPL 2014 Kick-off!  Next meeting is in June!  Thanks to Lois Cozart, owner at My Girlfriend’s Closet for dressing me in this lovely dress from the Cary store location!  It’s a dress from Talbots and I got tons of great compliments!  MGC is stocking up on great spring & summer dresses!  Shop there and mention Beccasblog to get 10% off your entire purchase!

Out on the town in Savannah

Out on the town in Savannah

I was able to sneak-off last weekend to Savannah with some of my girlfriends to celebrate a very special 40th birthday!  We had a total blast, loved Savannah and their St. Patty’s Celebration has been on my to-do list for years!  Thanks to my girls for a super fun weekend and cheers to all of the great people we met, the awesome laughs we shared and the memories & experiences that will keeping us talking for YEARS to come!  Certainly a trip to always remember for many reasons! I hope to go back again soon!

 

Just an FYI…less then 4 weeks to go before April 15th!

Tax season is in full swing!  We are accepting new clients and the phones & emails are very busy with inquires for service and appointments are coming in strong.  Thank you so much!  We love working with all of our clients and we appreciate your business!  Thank you for referring to Smith & Smith, CPA!  

Follow my blog via email by clicking HERE  

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax

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Words to Remember from Denise Bennett

Once a month I attend the Business of Women luncheon, one of my favorite monthly events hosted by the Cary Chamber of Commerce. 

Denise and Becca

Denise and Becca

The luncheon is held at Prestonwood Country Club and always draws a nice crowd of professional workingwomen (many of which are my friends).   The food and networking are always great and I leave feeling refreshed and smiling.  Denise Bennett was the speaker for March and she really impressed the whole room! I heard her speak last year at the Triangle Ladies Power Lunch and I was excited to hear her speak again.  She shared words of wisdom from her grandmother and here are my favorites: “You can’t be pitiful and powerful at the same time”, “A closed mouth never gets fed”,  “Bloom where you are planted”, “Go where you are celebrated, not tolerated”, and my most favorite “Common sense ain’t common to everyone”.  Thanks Denise for being a woman that I highly respect and admire!

Happy First Day of Spring!!!! Thanks to Lois Cozart at My Girlfriend’s Closet for dressing me in the linen white t-shirt dress from Island Company and the really funky fur belt that is from the Cartellini fur leather belt collection.  I am ready for some warm weather!

Tax season is in full swing!  We are accepting new clients and the phones & emails are very busy with inquires for service and appointments are coming in strong.  Thank you so much!  We love working with all of our clients and we appreciate your business!  Thank you for referring to Smith & Smith, CPA!  

Follow my blog via email by clicking HERE  

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax

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Count it out…1 – 2 – 3!

Time is REALLY going fast now!  We are in the final 3 weeks count-down to April 15th…Tax Filing Day for your 2013 taxes!

Alicia, Jim and Becca

Alicia, Jim and Becca

Just a few things you can do on your end to make the tax filing process go smooth…

Make sure we have your current contact phone number & email

Be sure to have ALL your documents turned-in

Get the values on your non-cash donations (we can’t put values on those for you)

Be patient!  We are working around the clock to get everyone finalized and filed

And cheers to our mailman, Jim.  He is here in the picture with us and will be retiring on May 2nd.  We’ve enjoyed Jim coming in each day over the past years and talking basketball, current events, celebrity gossip and what we are having for lunch.  We are going to miss you Jim!

Tax season is in full swing!  We are accepting new clients and the phones & emails are very busy with inquires for service and appointments are coming in strong.  Thank you so much!  We love working with all of our clients and we appreciate your business!  Thank you for referring to Smith & Smith, CPA!  

Follow my blog via email by clicking HERE  

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax

 

 

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Support Local!

Happy Friday!  Ahhhh…only 2 ½ weeks until April 15th!  Can you hear the stress in my voice…oh wait, maybe that is the excitement as April 15th means that our Tax Celebration Dinner at The Angus Barn is the next night on April 16th!  Anyway, just a few fun things to share as we welcome in the weekend!  

Brownies at Life Experiences

Brownies at Life Experiences

I signed-up to take two trays of brownies to the Oak Grove Elementary School Ollie Fest PTA Fundraiser this coming weekend for the Cake Walk, and since I’m not much of a baker, I called on my good friends at Life Experiences for help!  They have a kitchen department and make the BEST brownies EVER!  Here I am with some of my sweet friends in the bakery picking up my order.  Only $10 per tray and it goes to a great cause!  Thanks to Mary Madenspacher, Executive Director, and close friend of mine in Rotary for helping me with the order.  Life Experiences can help cater your next luncheon or business event too (box lunch, cookie trays, etc.). 

SLR at The Chocolate Boutique

SLR at The Chocolate Boutique

Before I went to Life Experiences, I stopped by The Chocolate Boutique in Morrisville for the ShopLocalRaleigh Friday Morning Social.  It is located in Park West, love that shopping center and the place was full of chocolate and other local business owners.   I got there just in time for the great networking and of course…chocolate tasting!!!!!  Yummy!  

New friends at SLR

New friends at SLR

Jennifer Martin, the Executive Director for ShopLocalRaleigh, took a few minutes to talk and updated everyone on the great upcoming SLR events, such as Brewgaloo that is on Saturday, April 26th.  Another big issue for SLR is the Raleigh sign-ordnance that is really impacting the small business owners in Raleigh, Jennifer is VERY passionate about helping fight for the small business owners involved with this issue!  Jonathan Menard, also known as Jonny Popcorn, was there at the social and quickly became a fan-favorite.

Carolina Popcorn Shoppe

Carolina Popcorn Shoppe

 

He owns Carolina Popcorn Shoppe with his family and they had free samples (DOUBLE YUMMY!!!)  Here I am in a picture with Johathan and Elizabeth,  who is a CPA, and who knows the stress of April 15th deadline…so popcorn was a nice treat for us all!  I love SLR and it was fun to see so many friends (Mica, Kim, Gregg, Donna, and more!)  Thanks to Lois Cozart, Owner of My Girlfriend’s Closet for dressing me in the colorful dress by Ellison.  MGC has TONS of great spring wear and sandals out now and also something new in the store that I will mention in my blog next week!  Stay tuned!!!!!

Tax season is in full swing!  We are accepting new clients and the phones & emails are very busy with inquires for service and appointments are coming in strong.  Thank you so much!  We love working with all of our clients and we appreciate your business!  Thank you for referring to Smith & Smith, CPA!  

Follow my blog via email by clicking HERE  

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax