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: FILL OUT YOUR PHARMACY PROFILE:

Don’t forget to check the box to confirm your understanding that Sykes & Company, P.A. will thoroughly overview your financial information and data for a fee of $1495 per entity. 

Click the Submit button to process your payment. 

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

Any other accounting software please contact Kathy Blanchard: e-mail: kathy@sykes-cpa.com or 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:

It typically takes 4-7 business days to overview the information and prepare our recommendations. After your information has been analyzed, we will set up an on-line consultation via video conference that works with the business owner’s schedule. No written report will be provided. Please note, the fee for this service is intended to cover one accounting/bookkeeping file overview per RX Assessment. 

Thank you for the opportunity to serve you and your pharmacy!