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Rx Assessment

Valuable pharmacy tax and accounting analysis

Enhance Pharmacy Management

The Rx Assessment service delivers valuable third-party feedback on your pharmacy tax and accounting situation from pharmacy accountants who only focus on this area. This assessment may identify gaps in back office processes or recordkeeping while recommending actionable improvements. We are excited to get started with you.

Follow these simple steps to begin your consultation process with the pharmacy accountants and advisors at Sykes & Company, P.A. The Rx Assessment is a valuable and proven method to enhance your pharmacy’s fundamental accounting and financial management.

Ask the Advisor

Kathy Blanchard portrait

Kathy Blanchard, Sr. Pharmacy Accountant

Step One: Complete Your Pharmacy Profile

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Name:*
Phone Type:
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Address:
How did you hear about us? (Online only)*

Rx Assessment Agreement and Payment Submission
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Please acknowledge the following:*
We look forward to assessing your information and providing our knowledgeable insights. Follow the instructions in step two after processing your payment. Click “Process Payment” below to process a one-time fee of $1,995.00.
This field is for validation purposes and should be left unchanged.

Step Two: Gather and Submit 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 50
  3. Please communicate directly with Kathy Blanchard to share software details and log-in information: 252-632-0196. If you have questions about the requested data/documents, call this number and we can assist you with the process.

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

Step Three: Consultation with a Pharmacy CPA Advisor

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 online consultation via video conference. No written report will be provided. The Rx Assessment is a one-time service and does not constitute an obligation to provide additional services. 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 concerning the information you receive, we encourage you to consult a Sykes & Company, P.A. advisor or other trusted professional for further instruction and professional guidance.

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

The Impact Of The Rx Assessment