CPA Firm Raleigh News

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Live Music & More with Wind Down Wednesday at Waverly Place

Zoey in her Smith & Smith, CPA chair!

Zoey in her Smith & Smith, CPA chair!

Our family FINALLY made it to Waverly Place last night for Wind Down Wednesday!  It was HOT but the music was great, the food was good and the friends were even better!  The band, Jim Quick & Coastline, had everyone up dancing in the summer heat.   And check out this little cutie, Zoey Johnson, who is just as happy as she can be…because she is sitting in this AWESOME Smith & Smith, CPA chair!  We have been using these chairs as give-aways and prizes for events & auctions over the past few years.  They also come with a matching cooler!  It’s important to keep our brand & logo out there and the chairs & coolers have been a nice added asset to our Smith & Smith, CPA marketing plan!   And taking the chairs to Waverly makes for a great opportunity for use to use them.  Let me know if you have an event coming up and you need an auction item as I would be happy to donate a chair/cooler.  Blake & I had a fun time and enjoyed seeing lots of friends and clients out for Wind Down Wednesday

 

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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Time for the 4th Annual GlobalRun4Water

runSeptember is going to sneak up on us soon and that means it is time for the 4th Annual GlobalRun4Water!  This event is put on each year by the wonderful people in Rotary District 7710.   We work together to raise money for water and sanitation projects round the world.   During the first 3 years, we have raised over $40,000 that has gone towards water projects in such countries as Peru, Honduras and the Dominican Republicfit & able

Each project is approved and monitored and we have great photos of the final projects to share on our website.   The 4th Annual GlobalRun4Water will be held this year on Sunday, September 27th at 4:00pm at WakeMed Soccer Park in Cary, NCSmith & Smith, CPA is proud to be a Pint Sponsor this year and Blake & I are supporting as a Quart Sponsor.

We have hired Fit & Able Productions as our Race Management Team this year and we are looking forward to their NEW ideas for the race and lots of exciting energy!  newthisyearSome of the NEW things for the 4th Annual GlobalRun4Water include being able to register your dog for the race and also buying a Performance T-Shirt!   Plus everyone will get a timing chip and if you can’t make the event you can still DONATE online and show your support.   I hope you can join us on Race Day, Sunday, September 27th!

Massage Intuit with Phoebe Rivenbark

Massage Intuit with Phoebe Rivenbark

And a quick shout-out to my new friend, Phoebe Rivenbark.  She is a NC Licensed Massage Therapist at Massage Intuit.  I saw her last week and she did AMAZING work on my back and hip flexor!   I found Phoebe through a friend & referral partner, Robert Courts.   I highly recommend Phoebe for anyone who is looking for a great massage (both relaxing and healing) in the Triangle area, particularly in Raleigh.   I’ve had lots of massages over the years and she ranks up there as one of the best!

 

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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Last Day of June Means a Holiday Workweek!

Happy June 30th!  Wow, we are nearly 1/2 way through the 2015 year!  It’s the last day of June, which means that this is an ‘official’ Holiday Workweek!   The 4th of July is on Saturday, so let the festivities and celebrations begin!  Here are a few pics of the team around the office working hard!

Blake working in his office

Blake working in his office

Even with it being a holiday workweek, things are still busy and chugging right along at Smith & Smith, CPA.  We’ve had several new client meetings this week, along with lots of calls for tax work.   Our office stays active year-round and we are very blessed to have so many wonderful and loyal clients!

Cam working with a client on the phone

Cam working with a client on the phone

Our office will be open most of this week, so if you need anything, just let us know!  Several of our office members will be taking off a day or so for the 4th of July holiday workweek, but someone will be there through noon on Friday.

Alicia getting ready to finish some tax work

Alicia getting ready to finish some tax work

Did you know that we have a monthly newsletter?  It has all kinds of helpful tax tips and article each month.  This month it covers such topics as: Filing an Amended Tax Return, Claiming an Elderly Parents as a Dependent, Starting a Buiness-5 Things You MUST Know, plus Tax Tips like: Start Planning NOW for Next Year’s Taxes, The Facts about Medical and Dental Expenses and much more!  Sign-up today!

taxNewsletter

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

(919) 380-0600 phone

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5 Things You MUST Know When Starting a Business

Starting a Business

Starting a Business

So, do you have an idea that you just can’t wait to share with the world?  Have you developed a business service that you KNOW is gonna make you millions!!?!  You have a product in mind that will fly off the shelves?  Sounds like you are READY to start a business!  BUT WAIT!!!!!!!   Are you really ready????    Check out these TOP 5 Things you MUST Know When Starting a Business…trust me, they will save you a lot of time & worry in the long run!  And sure, some of them will seem like “simple-no-brainer-things-to-do”, but you would be surprised at how many people DON’T do these things when they start a business!  And if you are going to have employees, make sure you take to heart the section about federal and state forms that need to be completed to get your business up and going!

5 Things You MUST Know About When Starting a Business

1)  You need to secure an Employer Identification Number, also known as a Federal Tax Identification Number.  Do this FIRST as many of the other forms will require it.   They are issued by the IRS to employers, sole proprietors, corporations, partnership, nonprofits, trusts, estates, certain individuals and other business entities for tax filing & reporting purposes.  You can do this by going online through the IRS website or by phone.

2) After you get the EIN, you need to complete forms to establish an account with the State for payroll tax withholding, sales tax (if necessary) and Unemployment Insurance Registration.

3) Get your payroll record keeping in order!  Payroll record keeping & reporting can be a very time consuming process, please make effort to make sure it is done correctly from the beginning!  This will save you a lot of headache in the long-run.  Consider hiring a local payroll agency to help you if you are uncomfortable doing this yourself.   Call Smith & Smith, CPA for some local payroll personal recommendations.

4) The W-4 Form.   As a business owner, you need to get your employees to fill out the W-4 Form.   This is used to calculate their federal income tax withholding.  To complete this form, make sure you have their current address and their social security number….two crucial pieces of information!

5) The I-9 Form.  This is to be completed by YOU, the employer.   This verifies that the employees are legally permitted to work in the US.

starting a biz

BONUS TIPS!   Who doesn’t love a BONUS TIP!?!  Here are a FEW Bonus Tips for Starting a Business

Bonus Tip 1)  Set-up a separate business bank account!

Bonus Tip 2)  Do NOT co-mingle your business funds with your person funds!  Use a separate charge card (if you need one) to keep purchases from co-mingling.

Bonus Tip 3)  Create a NETWORK of trusted professionals.   Hire a CPA!  Connect with an attorney, get to know your banker, find a Financial Advisor, etc.   It’s a good idea to KNOW these people before you NEED them!  And trust me, there will come a time when you will NEED them!   Give us a call at Smith & Smith, CPA and we’ll connect you!

Bonus Tip 4)  Decide what avenue of social media is best for you and get it started.   It is a time & age when having some kind of social media attached to your business is A MUST!  From a website that is updated on a regular basis, to a Business Facebook page, a blog, Instagram account, SOMETHING!  Social media is time consuming but it needs to be done!  If you don’t have the time & skills to do it yourself, then HIRE it out!  There are TONS of companies who can help you mange your social media presence.

Don't let Starting a Business be scary!

Don’t let Starting a Business be scary!

All of this helpful material for Starting a Business can be found in our June newsletter, click here to view & sign-up for our monthly newsletter!  Helping businesses grow, expand and become successful is what we do here at Smith & Smith, CPA.  Give us a call today and we are happy to help!

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

(919) 380-0600 phone

 

 

 

 

 

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School is Out and Summer is HERE!

Connor, Ava, Addison and Bailey spending time at Smith & Smith, CPA

Connor, Ava, Addison and Bailey spending time at Smith & Smith, CPA

 

Well….that is kinda true, at least for 2 families here at Smith & Smith, CPA.   Trent and Mark are in Year-Round School so they won’t be done until June 30th.  But the other Smith & Smith, CPA kiddos are out and ready to hit the beach, pool and summer camp!  Just take a look at these 4 cuties who were here in the office today!  Ahhhhh…the days of summertime as a kid!  ENJOY you all!

Wishing You a HAPPY EARLY WEEKEND!

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

(919) 380-0600 phone

 

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29th Annual Pig Pickin’ in the Park

20150606_194142Well, we pulled that one off as a huge SUCCESS!  Last Saturday, June 6th, was the 29th Annual Pig Pickin’ in the Park for the Cary-Kildaire Rotary Club.  And it has proven to be our BIGGEST event yet!  Final numbers are still rolling in, but it looks like we served 950 meals in the 2 1/2 hour time frame!   That is amazing!

Smith & Smith, CPA and family

Smith & Smith, CPA and family

The weather was perfect and we had lot of new walk-in traffic too.  The bluegrass band sounded great, the Silent Auction Table was very busy and the bids were flying left and right, the Bake Sale Table was stacked FULL of delicious treats and goodies, plus several of our scholarship students came along with their families.  We had over 50 new sponsors this year and many of the came to enjoy the Pig Pickin’.

Smith family

Smith family

The Eastern North Carolina BBQ, provided by White Swan BBQ, was a HUGE hit and everyone got a nice selection of chicken, BBQ, stew, coleslaw, potato salad, plus lemonade and tea.  Smith & Smith, CPA has been a proud sponsor for the Pig Pickin’ in the Park for many years as a Hog Wild Sponsor.  Blake and I have also been supporting the Pig Pickin’ in the Park for the past 3 years as a Whole Hog Sponsors.   All of the money raised from our event goes back into the community through college scholarships and local & global humanitarian projects.   I had a blast at the Pig Pickin in the Park and always appreciate the support of my family.   We had a fun time eating together and the kids played outside on the courtyard.   Thanks to all of our sponsors, friends and family for making the 29th Annual Pig Pickin’ in the Park a year for the record books!

mgc-ohlala-2Don’t forget about the My Girlfriend’s Closet sale this weekend…just a few MORE DAYS!  The excitement is building as MGC-Cary, 100 Parkthrough Location, prepares for their BIG MOVE just up the street to Ashworth Village!  You are going to LOVE THE DEALS YOU WILL SCORE as you help them have less to move by shopping their HUGE MOVING SALE this Friday 11:00-5:00 PM & Saturday 11:00-4:00 PM and Sunday 1:00-4:00 PM!

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

(919) 380-0600 phone

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Aware Senior Care Ribbon Cutting & MORE

Aware Senior Care of Cary

Aware Senior Care of Cary

Who is ready for the weekend?  We have had so much rain this week that we are HOPING the weekend brings some SUNSHINE our way!  Congrats to Aware Senior Care of Cary for having their Ribbon Cutting Celebration this week with the Cary Chamber.   Aware Senior Care is a client of Smith & Smith, CPA and we are so happy to see them growing and thriving in the Cary Community…just like we knew they would! Congrats to owners, Tim and Gina, and to their extended family who was there to help them celebrate!

Pig Flyer 1This weekend my Cary-Kildaire Rotary Club will host our 29th Annual Pig Pickin’ in the Park!  It’s gonna be HUGE this year!  We are pushing $40,000 raised and planning for a large crowd of 900-1,000 people!  It’s Saturday at Bond Park Senior Center in Cary.  Thanks to CaryCitizen.com for running a GREAT story on our event this week!  Check it out HERE.  Come join us tomorrow for great Eastern NC Style BBQ (from White Swan), Live Bluegrass Band, Silent Auction, Clown & Face Painting and MORE!  All of the money raised from this event supports our James Atkins Memorial Scholarship and Humanitarian Fund projects during the year.  Bring your family and friends and come join us!

11227508_885635094834083_5159670861007905701_nAnd some EXCITING NEWS from one of my FAVORITE places to shop…My Girlfriend’s Closet in downtown Cary will be combing their two stores in Cary to the Oh La La MGC Location as part of their 10 year Celebration!  The last day of the MGC store in downtown Cary will be next weekend (June 12th).  They will be running a HUGE SALES June 12-14!  That is the time to go and RACK UP on lots of great summer items and accessories!  After next weekend you can continue to get the BEST fashions in down at Oh La La and MGC in downtown Apex.

Have a great weekend!!!!!

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

(919) 380-0600 phone

 

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Brown Bag Ministry for Those In Need

20150530_142818Over the weekend I had a really cool opportunity to volunteer with my Cary-Kildaire Rotary Club at the Brown Bag Ministry in Apex, NC.   The Brown Bag Ministry is a complete volunteer nonprofit that serves the homeless and hungry in central North Carolina.  Volunteers consist of individuals, families and groups…they gather at five different sites on Saturday mornings to prepare lunches that are then distributed throughout Durham and Wake County.   Lisa-Gray, who is a member of our Cary-Kildaire Rotary Club, suggested the Brown Bag Ministry as a great volunteer opportunity for our club members.  We participated back in the Fall and everyone loved it, so we did it again and I think it will become a regular event for us! 20150530_142400 We had 8 members participate on Saturday and I was able to take along our youngest son, Mark.  It is really hard to find volunteer opportunities for kids, so I was THRILLED that Mark was able to go! He did so great and helped pack lunch, made sandwiches and put desserts in the bags.  I LOVED working with him and watching him find the joy in making a bagged lunch for someone in need.  Our location was at one of the Catholic churches in Apex and we did over 600 lunch bags.

Chris Raneri and his family from CPR Construction

Chris Raneri and his family from CPR Construction

The entire Brown Bag Ministry prepares over 2,700 lunches each Saturday.   Volunteering is really amazing as you just never know who else you are going to see when you are there.  I was happy to see and longtime friend and client, Chris Raneri, there with his wife and children.  Chris is the owner of CPR Construction and a client of Smith & Smith, CPA.  Chris has also done some really great work in our office over the years.

 

 

Cary-Kildaire Rotary Club

Cary-Kildaire Rotary Club

I look forward to packing with Brown Bag Ministries again…I think it is something I could do every weekend if my time allowed!  Thank you to Brown Bag for their work and lives they are changing.

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

(919) 380-0600 phone

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Frill Shark Tank Guest Speaker at Cary Chamber

Frill Clothing owners, Sharon and Kate, speak to Business of Women

Frill Clothing owners, Sharon and Kate, speak to Business of Women

Last Thursday was the FINAL luncheon meeting in the Cary Chamber of Commerce Business of Women Luncheon Series.  This annual event runs from September to May and features a monthly ladies lunch meeting at Prestonwood Country Club along with a guest speaker, door prizes and networking!  I rarely miss this event and always enjoy meeting new Cary Chamber members as well as seeing friends & referral partners, plus the delicious food!!!!  For the final Business of Women in the 2014-2015 year, the Cary Chamber invited local celebrities and female entrepreneurs, Kate and Sharon, owners of Frill Clothing to come and share their business story.

Friends at the Cary Chamber Business of Women

Friends at the Cary Chamber Business of Women

Frill was recently featured on the popular television show, Shark Tank, where they received a deal with two of the shark investors.  The Cary Chamber thought it would be a great idea to invite them to speak and share their experience with other professional working women and other female entrepreneurs.   Sharon and Kate shared their story from the beginning of how they met in grade school, kept in touch over the years, tossed the idea back and forth about going into business together, how they got their idea and discovered an unmet need in the niche market of the Sorority world on college campuses (not only in USA, but also in other countries) and the rest is history!

Pam (Wells Fargo) and Debbie (Anthony Delauney Ameriprise Financial)

Pam (Wells Fargo) and Debbie (Anthony Delauney Ameriprise Financial)

The girls were very candid about their experiences from their college internships, all the way to working with local seamstress & picking designs, to some challenges they have faced along the way, plus changes they have made and obstacles they have overcome.  I really enjoyed hearing the ladies speak and their story is very inspiring!  Sharon mentioned several times that it just takes determination and a willingness to succeed, no matter what the cause!   Thanks so much to the Cary Chamber for hosting Sharon and Kate and for closing out the Business of Women Luncheon Series with such a fun presentation!    Smith & Smith, CPA is proud to represent Frill Clothing as their CPA and we know they have years of success ahead of them!  I look forward to the Business of Women starting again in September 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

(919) 380-0600 phone

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Local to the Table!  Farm to Table with Lucky 32 Southern Kitchen in Cary

20150520_102925

Dinner at Lucky 32

Last night was such a fun time!  Our Cary-Kildaire Rotary Club had a very nice dinner event with a Farm to Table Dinner and Presentation at Lucky 32 Southern Kitchen in Cary.   The General Manger, Shane Garrity, is a member of our club and worked with me on plans to put the evening event together.  We had a limited number of seats, 24, and it filled up right away!   Guest arrived around 5:30pm and we started our program promptly at 5:45pm.

Perfect time!

Perfect time!

Shane was our host and told us the story of Lucky 32 Southern Kitchen, about they started, their mission about supporting local farmers and giving back to the community.  They also reach out to those in the community who are often overlooked and underprivileged.  We heard about the other restaurants & hotels who are part of the Lucky 32 family, which are all located in Greensboro, NC.  Shane also introduce their Head Chef, who just so happens to be self-taught in culinary!  He also took time to share different points about the food, farms, and other interesting facts about Lucky 32.

Foggy Ridge Cider

Foggy Ridge Cider

Our first course was an appetizer of Voodoo Pig Bread, paired with Foggy Ridge Cider.  Sooooooo good!   The cider is from a farm in Virgina and the Voodoo Pig Bread is a favorite at Lucky 32!  The Voodoo Sauce is made & bottled local and sells at the restaurant and also at local grocery stores.   Other vendors for this course include Goat Lady Diary and Heritage Farm.   Our next course was the main entree and was Cornmeal Catfish, Collard Greens, Old Mill of Guilford Creamy Grits paired with Red Oak Beer.  Those who picked the vegetarian option had the famous Lucky 32 Black Bean cakes with sour cream sauce and kale greens.   Talking points for this course included Carolina Classics Catfish Farm, Collard Greens from Southern Living, Old Mill of Guilford and Red Oak Brewery.  Our final course was homemade season ice cream (cherry chocolate-chip flavor) and fresh coffee!

Catfish!

Catfish!

 

Voodoo Pig Bread

Voodoo Pig Bread

 

Coffee and Ice Cream

Coffee and Ice Cream

Shane talked about the coffee from Counter Culture Coffee in Durham and how they roast the beans AFTER they have received the order and that Lucky 32 uses their Blend #46 but that their sister restaurants use a different blend.  The coffee was really good and the cream too!  Shane and Chef opened the conversation up to questions and talked more about their vendors, the level of quality and trust that they expect and the little things that make them different from other restaurants in town. Lucky 32 Southern Kitchen on Urbanspoon

Heading home from Lucky 23

Heading home from Lucky 23

It was such a fun night and a BIG thank you to Shane and Chef and the wonderful waitstaff for taking such great care of our event!  I know everyone had a fabulous time!  Thank you to Lois Cozart of My Girlfriend’s Closet for selecting the coral maxi dress for me to wear!  Her stores, located in downtown Cary and downtown Apex are BUSTING at the doors with all kinds of beautiful summer dresses, tops, skirts and accessories!  Shop there and tell them Becca sent you to get 10% off your total purchase!

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

(919) 380-0600 phone