RX ASSESSMENT

Welcome to Sykes & Company P.A.: We look forward to analyzing your information and providing you with valuable insights to enhance your pharmacy’s performance. Please follow the steps below to begin the consultation process.

Find out about the benefits of an RX assessment for your independent pharmacy.

Step One: Complete Your Pharmacy Profile:

Click the Submit Button to Process Your Payment

Step Two: Gather and Send Your Information:

  1. Copies of the federal and state tax returns for your pharmacy and your personal Form 1040 for the last two years.
  2. A complete backup copy of your current accounting/bookkeeping file. Specific instructions for QuickBooks Desktop, QuickBooks Online, and Sage accounting software may be accessed using the links below:

1. QuickBooks Desktop
2. QuickBooks Online
3. Sage

Please contact Kathy Blanchard at kathy@sykes-cpa.com or call her directly at 252-632-0196.

Submit your information to our secure server by clicking the Secure File Transfer button.

Step Three: Consultation with an Experienced Pharmacy CPA:

After your information has been analyzed, we will set up an on-line consultation via video conference that works with your schedule; no written report will be provided. It typically takes 5-7 days to overview the information and prepare our best recommendations.

Please note, the fee for this service is intended to cover one accounting/bookkeeping file overview per RX Assessment.