The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.

The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.

By Sykes & Company, P.A.BusinessManagement
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The Bottom Line Pharmacy Podcast: Sykes & Company, P.A. episodes

  • Invoice Audit’s Exposed: Surviving the Invoice Audit with Trent Thiede, President of PAAS National

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    Invoice audits produce the largest recoupments of any PBM audit and they're on the rise. 

    On this episode of the Bottom Line Pharmacy Podcast, we sit down with Trent Thiede, President of PAAS National to break down:

    • What an invoice audit actually is
    • The drug procurement traps that trip up owners most
    • Why invoice audits routinely lead to the biggest recoupments

    And more!.


    Stay connected with Trent Thiede and PAAS National: 

    PAAS National Website

    PAAS National LinkedIn

    PAAS National Facebook

    PAAS National Twitter (X)

    Stay connected with us: 

    Facebook

    Twitter

    LinkedIn

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic: 

    Podcast - 2026 Quarter 3 Pharmacy Update

    Podcast – The Bottom Line Catch Up 3

    Podcast – The Bottom Line Catch Up 4

    30 min
  • From Retail to Reinvented: Financing Your Pharmacy's Growth Story with Greco De Valencia, Live Oak Bank

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    A three-million-dollar pharmacy sale might now hinge on paperwork the seller doesn't even get to choose who orders. 

    On this episode of the Bottom Line Pharmacy Podcast, we sit down with Greco De Valencia, Senior Loan Officer at Live Oak Bank to break down the 2026 pharmacy growth trends and financing shifts every independent owner needs on their radar:

    • Why compounding and infusion are seeing renewed momentum 
    • The real difference between margin and cash flow
    • The new SBA SOP taking effect October 1

    And more!

    Stay connected with Greco De Valencia and Live Oak Bank: 

    Greco De Valencia LinkedIn

    Live Oak Bank Website

    Live Oak Bank LinkedIn

    Stay connected with us: 

    Facebook

    Twitter

    LinkedIn:

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic: 

    Podcast - 2026 Quarter 3 Pharmacy Update

    Podcast – The Bottom Line Catch Up 3

    Podcast – The Bottom Line Catch Up 4

     

    27 min
  • Beyond Dispensing: Maximizing Your Pharmacy Management System with Johnathon Duhon, RedSail Technologies

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    Are you treating your pharmacy management system as simply just software or as the nucleus of your business? 

    In this episode of the Bottom Line Pharmacy Podcast, we’re joined by Johnathon Duhon, VP of Sales at RedSail Technologies, to talk pharmacy ownership in 2026 and how independent owners can get more out of the PMS they already have.

    We cover:

    • Why so many pharmacy owners don't realize how much their current PMS can actually do
    • RedSail's "connected solutions" 
    • Where AI is headed for pharmacy operations over the next 12–18 months
    • What owners going through a buy/sell transition should weigh when deciding whether to switch PMS platforms 

    And more!


    Stay connected with Johnathon Duhon and RedSail Technologies: 

    Johnathon Duhon LinkedIn

    RedSail Technologies Website

    RedSail Technologies LinkedIn

    RedSail Technologies Instagram

    RedSail Technologies YouTube

    Stay connected with us: 

    Facebook

    Twitter

    LinkedIn:

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic: 

    Podcast - 2026 Quarter 3 Pharmacy Update

    Podcast – The Bottom Line Catch Up 3

    Podcast – The Bottom Line Catch Up 4

    25 min
  • Beyond Bully Tactics: A New Playbook for PBM Appeals with Kris Rhea, Director of Business Development at Pharmacy Marketplace

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    PBMs have spent years underpaying pharmacies and betting they won't fight back...but those days are over!

    On this episode of The Bottom Line Pharmacy Podcast, we sit down with Kris Rhea, Director of Business Development at Pharmacy Marketplace to talk about a new tool built to change that.

    We talk about: 

    • The current PBM landscape
    • The appeals process state by state 
    • What counts as an "underwater" claim
    • Pharmacy Marketplace's new PBM Appeals solution

    Stay connected with Kris Rhea and Pharmacy Marketplace:

    Kris Rhea LinkedIn

    Pharmacy Marketplace LinkedIn

    Pharmacy Marketplace Instagram

    Pharmacy Marketplace Facebook

    Pharmacy Marketplace Website:

    Stay connected with us: 

    Facebook

    Twitter

    LinkedIn:

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic: 

    Podcast – 2026 Quarter 3 Pharmacy Update

    Podcast – The Bottom Line Catch Up 4

    Podcast – Infusion Pharmacy Ownership in 2026

     

     

    25 min
  • Personal Guarantee Insurance 101: Pharmacy Ownership's Hidden Price Tag with Ryan Conner

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    Your pharmacy purchase might close smoothly and still leave you personally on the hook for millions if the deal goes sideways.

    On this episode of the Bottom Line Pharmacy Podcast, we sit down with Ryan Conner, President of Braddock Road Insurance, to break down:

    • What a personal guarantee actually is
    • Why the guarantee can outlive the business itself 
    • What Personal Guarantee Insurance covers, what it excludes, and how it's priced

    And more!

    Stay connected with Ryan Conner and Braddock Road Insurance:

    Ryan Conner LinkedIn

    Braddock Road Insurance Website

    Braddock Road Insurance LinkedIn

    Stay connected with us:

    Facebook

    Twitter

    LinkedIn

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic:

    Podcast - Peptides, Nexus Issues & Trade Show Takeaways

    Podcast – Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update

    Podcast – Understanding Basis

    22 min
  • The Bottom Line Catch Up | Ep. 4 | Peptides, Nexus Issues & Trade Show Takeaways

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    Welcome to another episode of the Bottom Line Catch Up! This week our team is talking all about Peptides, Nexus Issues, and Trade Show Trends. 

    In this episode, we break down:

    - Where things stand with the FDA Bulks List and state-by-state variation
    - Nexus issues for pharmacies shipping and operating across state lines
    - MFP (Maximum Fair Price) accounting
    - Takeaways from Cencora, RBC, and other summer shows
    - Plus: fantasy football team names, upcoming conferences (APC, NCPA), and a few tangents you'd expect from the crew

    Stay connected with us:

    Facebook

    Twitter

    LinkedIn

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

     
    More resources on this topic:

    Podcast - The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

    Podcast – Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update

    Podcast – Infusion Pharmacy Ownership in 2026: The Legal Side of Infusion Pharmacy

    45 min
  • Distributor Injunctive Relief: What Every Pharmacy Needs to Know with Brown & Fortunato

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    Your pharmacy's controlled substance monitoring might not be enough and your distributor may be watching too.

    On this episode of the Bottom Line Pharmacy Podcast, we sit down with Michael Alexander of Brown & Fortunato to break down:

    • What distributor injunctive relief is
    • How the "Big Three" distributors are now required to flag suspicious controlled substance orders
    • What to do if you get a letter or call from your distributor about your ordering activity
    • Whether proactive outreach to your distributor helps or hurts you
    • When to bring in legal counsel

    And more!

    Stay connected with Michael Alexander and Brown & Fortunato:

    Michael Alexander LinkedIn

    Brown & Fortunato Website

    Brown & Fortunato LinkedIn

    Brown & Fortunato Facebook

    Stay connected with us:

    Facebook

    Twitter

    LinkedIn

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic:

    Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update

    Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24

    Podcast – The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

    37 min
  • Infusion Pharmacy Ownership in 2026: The Legal Side of Infusion Pharmacy with Boesen & Snow Law

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    Your infusion pharmacy is scaling fast, but is your legal foundation keeping up? 

    On this episode of the Bottom Line Pharmacy Podcast, we sit down with Chris Pucillo and Patrick Carpenter of Boesen & Snow Law to break down:

    • Why home infusion pharmacies are consolidating in 2026, and what's driving it
    • The state-by-state licensing patchwork that trips up new infusion clinics
    • What regulatory and financial due diligence actually looks like when buying or selling an infusion pharmacy
    • Where anti-kickback risk hides in doctor detailing and cash-pay pricing

    And more!

    Stay connected with Patrick Carpenter, Chris Pucillo and Boesen & Snow Law:

    Patrick Carpenter LinkedIn

    Chris Pucillo LinkedIn

    Boesen & Snow Website

    Boesen & Snow LinkedIn

    Boesen & Snow Facebook

    Stay connected with us:

    Facebook

    Twitter

    LinkedIn

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic:

    Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update

    Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24

    Podcast – The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

    17 min
  • Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy Update with Annie West and Dae Lee

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    Schedule an Rx Assessment

    A LOT has happened recently in the Peptide market, but what exactly is new with peptides, the FDA, and the future of independent pharmacy?

    On this episode of the Bottom Line Pharmacy Podcast, we're joined for our typical quarterly pharmacy update with  ⁨@atrium24⁩ . Annie West, Clinical Pharmacy Director and Dae Lee, PBM & Pharmacy Practice Group Board Co-Chair at Buchanan, Ingersoll & Rooney, P.C. to break down:

    • The two-day PCAC meeting and the committee's recommendation
    • What happens next in the FDA rulemaking process 
    • The dangerous peptide gray market
    • The latest on PBM policy

    And more!

    Stay connected with Atrium24 and Dae Lee:

    Dae Lee LinkedIn

    Atrium24 Website

    Atrium24 LinkedIn

    Atrium24 Instagram

    Atrium24 Facebook

    Stay connected with us:

    Facebook

    Twitter

    LinkedIn

    Scotty Sykes – CPA, CFP LinkedIn

    Scotty Sykes – CPA, CFP Twitter

    Bonnie Bond – CPA LinkedIn

    Bonnie Bond – CPA Twitter

    More resources on this topic:


    Podcast - Inside a Pharmacy AI Bot: Automating Independent Pharmacy

    Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24

    Podcast – 2026 Quarter 2 Pharmacy Update

    Podcast – R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

    31 min
  • The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding

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    Schedule an Rx Assessment

    Welcome to another episode of the Bottom Line Catch Up and the team is buzzing about Taylor Swift's wedding and World Cup fever! 

    In this episode, we break down:

    • R&D tax credit documentation requirements for 2026
    • Trump Accounts going live for kids
    • Trade show season

    And more!

    Stay connected with us:

    Facebook
    Twitter
    LinkedIn
    Scotty Sykes – CPA, CFP LinkedIn
    Scotty Sykes – CPA, CFP Twitter
    Bonnie Bond – CPA LinkedIn
    Bonnie Bond – CPA Twitter

    More resources on this topic:

    Podcast - The Bottom Line Catch Up | Ep. 1 | Tax Season, Transitions, and the Peptide Wave

    Podcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24

    Podcast – 2026 Quarter 2 Pharmacy Update

    16 min

About The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.

From the publisher's feed

Welcome to the Bottom Line Pharmacy Podcast! 

On this show, we bring you valuable insights from pharmacists, key vendors and other innovators to bring you pharmacy CPA advice and fuel…

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