August 2015 Archives

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Celebrating 20 Years in Business with Smith & Smith, CPA

The Smith & Smith, CPA family

The Smith & Smith, CPA family

Well….we MADE IT!!  Yesterday was the 20th Anniversary for Smith & Smith, CPA!  That means, 20 years ago, Robert G. (Bob) Smith, started a CPA firm here in Cary, NC.  And over the years it has changed locations several times to accommodate growth, changed names to reflect the growth and accomplishments and also added staff (most of whom are family).  We have also grown the business in both areas of our small businesses for monthly accounting work and tax returns for annual filings.

Smith & Smith, CPA

Smith & Smith, CPA

Bob started 20 years ago after he left the health care industry and ventured over into private accounting and tax.  He started in a very small, one-room office and had just part-time employees for the first 9 years.  I was his first full-time employee hire in 2004 and we are now in a 2,300 sqft office with 6 full-time employees!  It’s one thing to really like your job, but it’s another thing to really like your job AND like the people you work with, especially when they are family!   Alicia Angell was hired in 2012 as our first non-family hire, but we’ve grown to love her like family and always enjoy seeing her girls when they come by the office.  There are 7 ‘office kids’ here at Smith & Smith, CPA and they range from age 20 with the oldest (Avery) to age 4 with the youngest (Bailey).

Last night we had a big 20th ANNIVERSARY Celebration dinner at our house.  Everyone came and we had a great time looking back on old memories, making crazy office jokes, talking about our favorite work memories and giving Bob a quiz on ALL THINGS Smith & Smith, CPA.  He did really well at the quiz!

Office Kids of Smith & Smith CPA

Office Kids of Smith & Smith CPA

We ended the celebration with a homemade 20th Anniversary Cake and sang ‘HAPPY ANNIVERSARY’ to Bob (set to the tune of Happy Birthday) and let him blow out the 20th Anniversary Candles…well, you have to watch the video to see who ACTUALLY blew out the candles.  Click to watch the video below!

 

Blake, Bob and Cam of Smith & Smith CPA

Blake, Bob and Cam of Smith & Smith CPA

We’d like to say THANK YOU to all of our clients, friends, families and referral partners who have supported us through the years.  Cary is a WONDERFUL place to work and do business and we are so happy to be part of this community.   We are always open to new clients and appreciate your referrals.  Thank you again to Bob Smith for providing Smith & Smith, CPA as a safe and wonderful place to work.  We are providing for 4 families from this office and look forward to 20 more years in business serving our clients and our community!

Cheers to 20 Years in Business for Smith & Smith, CPA!

Silly times with some awesome people!

Silly times with some awesome people!

Our CPA firm in Cary is growing and we are currently welcoming new clients.  Please check out our website for more information http://www.smithandsmithcpa.com  We are never too busy to help a small business owner with their accounting/tax needs.  We welcome referrals!

 Follow my blog via email by clicking HERE  

Join me on Twitter @beccacarync

 “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

 

 

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Taking a New Job and Questions about Moving My 401(K)

The US Economy continues to improve and many people are taking new jobs and making major changes in their lives.  Has this happened to you lately?  Have you taken a new job and now have questions about moving your 401(K)?  Figuring out what to do with the money in our 401(K) is a common question and it is one that could cost you thousands of dollars if you make the wrong move!

job change

There are many things to consider when it comes to moving your 401(K), such as:  the amount in your account, your age, your tax bracket, state & local taxes depending on where you live, was there a minimum period of work time required by your previous employer, plus some other issues.   The full article and suggestions to moving your 401(K) can be found in our August 2015 Newsletter.

Our CPA firm in Cary is growing and we are currently welcoming new clients.  Please check out our website for more information http://www.smithandsmithcpa.com  We are never too busy to help a small business owner with their accounting/tax needs.  We welcome referrals!

 Follow my blog via email by clicking HERE  

Join me on Twitter @beccacarync

 “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

 

 

 

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Memory Cafe of Cary through Rotary

Memory Cafe of Cary with Cary-Kildaire Rotary Club Friends

Memory Cafe of Cary with Cary-Kildaire Rotary Club Friends

This week the Memory Cafe of Cary celebrated its 1-Year Anniversary.   This is the joint project among the 5 Rotary Clubs in Cary, NC as a way to honor 50 Years of Rotary in Cary (the 50th Celebration was in August 2014).   The Memory Cafe of Cary is held on the 3rd Tuesday of each month  at Bond Park Senior Center and offers a free evening of dinner, entertainment and social interaction with those in our community who have a loved one struggling with Alzheimers disease.  Our attendance has steadily grown over the year and we have really gotten to know and love many of the regular attendees.  The Memory Cafe of Cary is staffed each month by volunteers from the 5 Rotary Clubs, we come together to set-up, serve the meal, interact with the guests and clean-up. It has become a favorite event of mine each month!  We have seen many friendships form between the guests and they even have started to request being able to sit together each month and ask if their friends have arrived yet at check-in.   Check out the video below to watch the live entertainment from our 1-Year Anniversary celebration this week!  They love the music and we are always looking for volunteers to provide the entertainment!

Cary Chamber Rewards Trip 2015

Cary Chamber Rewards Trip 2015

Last week was the Cary Chamber of Commerce Annual Membership Drive Rewards Trip.  This was my 9th year in a row earning a spot on the trip and we had a wonderful time in Cancun, Mexico!  We went to a resort called Secrets Playa Mujeres.  It was beautiful and an all-inclusive resort.  We had 18 traveling in our group and had wonderful weather and a very enjoyable mini-vacation in Mexico!   The trip is awarded each year to those who are the top producers in the Membership Drive.  Many thanks to Lois Cozart, Owner of My Girlfriend’s Closet in downtown Apex and MGC Oh-La-La in downtown Cary, for helping me select some beautiful dresses to take along with me to Mexico!  We have a fancy dinner every night while on the trip and Lois had the perfect selection of dresses in her stores for me to choose from!

Upcycle at MGC

Upcycle at MGC

Speaking of MGC, tonight is their Upcycle Your Wardrobe Event!   Stop by their Apex store from 4pm-7pm and bring in your Fall items in return for store credit, PLUS 20% off your ENTIRE purchase!   What a great deal!   They are looking for the following items in the list below.  Stop by to see them and tell them that you read Beccasblog.com!

dark wash jeans

-3/4 and long sleeve trendy tops

-light weight sweaters and jackets

-designer handbags

-boots/fall shoes

-autumn dresses

We ask that the items are in pristine condition, clean, no holes or missing buttons, and current styles. Each person may bring up to 15 items.

Kim & Becca

Kim & Becca

Last week I also had a chance to have lunch with my dear friend from ShopLocalRaleigh, Kim Davis.   Kim and I have been friends for several years and are always bouncing ideas off each other when it comes to marketing and networking.  We have a new idea in place for a marketing round-table and it is something that we could both really benefit from.  The idea is still a work in progress but stay tuned!  We had lunch at the Red Monkey Tavern at Crabtree Valley Mall.  Thanks again to Lois from My Girlfriend Closet for dressing me in the casual blush colored tank from Ann Taylor!

It’s almost Friday!!!!!!!!!!!!!!!!!  

Our CPA firm in Cary is growing and we are currently welcoming new clients.  Please check out our website for more information http://www.smithandsmithcpa.com  We are never too busy to help a small business owner with their accounting/tax needs.  We welcome referrals!

 Follow my blog via email by clicking HERE  

Join me on Twitter @beccacarync

 “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

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Charity Golf Tournament and Cleveland School Rotary Club

Hearts & Hooves Golf

Hearts & Hooves Golf

Yesterday, Blake and I had the pleasure of playing in the 2015 Hearts & Hooves Golf Tournament.  The event was held at Prestonwood Country Club and brought together these two amazing non-profit organizations.  If you have read my blog before, then you have heard me talk about Corral Riding Academy (the Hooves part).  Blake and I have been involved with Corral for many years now and just love everything about them.  A few years ago my Cary-Kildaire Rotary Club did a District Grant Project with Corral and installed their outdoor arena lights so that their classes and horse-therapy could still take place during the Fall/Winter months when it gets dark outside at 5pm.  I wasn’t familiar with Advancing the Heart (the Heart part of the golf tourney) but they were established in 2012 by Dan Matthys and their mission is to advocate and participate in research for cardiac innovation.

Great day to golf!

Great day to golf!

Blake and I were matched up with two other players and had a fantastic day out on the golf course.  It was a toasty hot day, but there was a nice breeze and eventually the sky had several big clouds pass over and gave us some much needed shade!  Our other teammates decided that playing 18-holes wasn’t going to work with their time frame & other plans for the day, so they left around the 11th hole.

Last Hole!

Last Hole!

That was kind of interesting, but Blake and I played on and enjoyed finishing up the tournament together. We joined the other teams for a late afternoon lunch inside of Preston and while we didn’t win (not even coming close!!) we still had a great time and know that we helped raise funds for two worthy organizations.  Thank you to all of the volunteers from both Corral and Advancing the Heart for all of the handwork and time that went into making this a fun golfing event.

Cleveland School Rotary Club

Cleveland School Rotary Club

The 4th Annual GlobalRun4Water is right around the corner too!  I’ve been part of this great event since the beginning and our 5K date is quickly approaching on Sunday, September 27th.  This morning I had the pleasure of attending the Cleveland School Rotary Club and sharing with them all about the 4th Annual GlobalRun4Water.  This was my first time visiting this club, but I already knew several of their club members from making friends at the Rotary District 7710 Conference in New Bern earlier this year.  They gave me such a warm welcome this morning and a big THANK YOU to Club President, Julie Barefoot, for inviting me to speak.  Julie is a CPA at John D. Adams & Co, CPA in Garner, NC.   She has a lot of energy and Rotary is blessed to have her!

Hard to believe that this is the LAST week in August!   Make it a great one!  

Our CPA firm in Cary is growing and we are currently welcoming new clients.  Please check out our website for more information http://www.smithandsmithcpa.com  We are never too busy to help a small business owner with their accounting/tax needs.  We welcome referrals!

 Follow my blog via email by clicking HERE  

Join me on Twitter @beccacarync

 “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

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Business of the Week Spotlight by Cary News

I opened the Cary News paper this morning and this is what I found!  Talk about making your day!  Thank you Cary News!!!!!

Cary news

Cary News Business Spotlight August 26th 2015

Our CPA firm in Cary is growing and we are currently welcoming new clients.  Please check out our website for more information http://www.smithandsmithcpa.com  We are never too busy to help a small business owner with their accounting/tax needs.  We welcome referrals!

 Follow my blog via email by clicking HERE  

Join me on Twitter @beccacarync

 “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