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:
Step Two: Gather and Submit Your Information:
- Copies of the federal and state tax returns for your pharmacy and your personal Form 1040 for the last two years.
- 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
- Please email the logon and password, separately, for your accounting file directly to [email protected].
Any other accounting software please contact Kathy Blanchard: e-mail [email protected] 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.
Sykes & Company, P.A. recommends consultation with competent and professional advisors before applying this material in any particular, factual situations to your pharmacy or pharmacy operations. The information contained in the RX Assessment overview and video conference is intended to be used and must be used for information purposes only. It is not intended to be a source of advice for accounting, tax, financial, investment or other purposes or for credit or financial analysis with respect to the material presented. It also should not be used as a substitute for ongoing professional consulting.
Before making any decision or taking any action on the information you receive, we encourage you to consult a Sykes & Company, P.A. professional for further instruction and professional guidance.
Thank you for the opportunity to serve you and your pharmacy!