By Sykes & Company, P.A.
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 y
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Is your pharmacy getting paid what it’s supposed to be getting paid? Make reconciliation your superpower!
In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP® and Bonnie Bond, CPA sit down with Vanessa Luu, Supervisor of Reconciliation at EnlivenHealth® to discuss all things reconciliation, including:
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Click here for the transcript
More about our guest:
Vanessa’s pharmacy journey began in 2010, blending experience in retail, reconciliation, and sales. Starting as a cashier at Walgreens, Vanessa worked up to management before moving into pharmacy finance at EnlivenHealth®, supporting reconciliation customers directly. Vanessa transitioned to sales, helping pharmacies find the best solutions while strengthening their skills in customer relations and industry insight. Now, as a Supervisor in the Reconciliation Department, Vanessa continues to help customers manage their financial operations with our reconciliation product.
Want to learn more about Vanessa and EnlivenHealth®? Click below to check them out!
Vanessa Luu LinkedIn: https://www.linkedin.com/in/vanessa-luu-bb8844229/
EnlivenHealth® LinkedIn: https://www.linkedin.com/company/enlivenhealth/
EnlivenHealth® Website: https://enlivenhealth.co/
EnlivenHealth® Facebook: https://www.facebook.com/EnlivenHealthCo
EnlivenHealth® Twitter (X): https://x.com/EnlivenHealthCo
Stay connected with us on social media:
Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
Bonnie Bond – CPA LinkedIn
Bonnie Bond – CPA Twitter
More resources about this topic:
Podcast – This is Why You Don’t Fill and Pray
Webinar – Cents and Sensibility
Podcast – Tax Reform Update: 2025 Changes to the Tax Cuts and Jobs Act
Video – Optimize Your Pharmacy’s Third-Party Reconciliation
Video – The Most Important Accounts Receivables in a Pharmacy
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Think you’re ready to buy or sell your pharmacy? You’ll want to tune in to this episode.
In this episode of The Bottom Line Pharmacy podcast, (tag) Scotty Sykes, CPA, CFP and Bonnie Bond, CPA welcome Alfonso Zambrano, Esq. Partner at (tag) Brown and Fortunato, to discuss:
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Click here to learn more about our podcast team and previous episodes.
Want to read and follow along with this episode? Click here for the transcript:
(insert transcript link)
More about our guest:
Alfonso Zambrano is a shareholder and director at Brown & Fortunato with a broad corporate practice emphasizing on mergers and acquisitions, corporate finance, business start-ups, real estate transactions and corporate governance. Alfonso has served as the principal legal advisor on numerous transactions in various industries to help clients achieve their goals and implement their business strategies.
Alfonso represents purchasers and sellers of domestic and multinational businesses in complex public and private mergers, stock and asset acquisitions and divestitures, joint ventures, strategic alliances, venture capital and other private equity investments, financings, recapitalizations and reorganizations. Alfonso has represented clients in a broad range of industries, including energy, technology, and financial services companies with a particular emphasis in the healthcare industry.
Alfonso is a member of the State Bar of Texas, the State Bar of New York, and the Amarillo Area Bar Association. He is also an active board member of the Amarillo Museum of Art, and the Harrington Regional Medical Center. He is currently serving as President of the Amarillo Local Government Corporation. In recognition of his community service, Alfonso received the Amarillo Chamber of Commerce Top 20 under 40 Award in 2019.
Stay connected with Alfonso and Brown & Fortunato:
Alfonso Zambrano LinkedIn
Brown & Fortunato Website
Brown & Fortunato Facebook
Brown & Fortunato LinkedIn
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CPA’s:
Scotty Sykes – CPA, CFP LinkedIn
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Bonnie Bond – CPA LinkedIn
Bonnie Bond – CPA Twitter
More resources about this topic:
Podcast – The Pharmacy Ownership Podcast
Podcast – What Is Due Diligence
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Questions about robotics and tax planning? Don’t miss this episode of The Bottom Line Pharmacy Podcast!
Join Scotty Sykes, CPA, CFP and Bonnie Bond, CPA as they sit down with Darin Gleason, National Sales Director for Retail Pharmacies at ScriptPro to discuss:
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Read and follow along with this episode at the show transcript:
More about our guest:
Darin Gleason is the National Sales Director for Retail and Chains with ScriptPro. He has 17 years of experience working with independent pharmacies and automation. In his 17 years of work with independent pharmacies, Darin has seen many changes including changes in Medicare Part D reimbursements, COVID, and DIR fees.
ScriptPro is a pharmacy automation system that is built and installed to the custom specs of the pharmacy.
Follow Darin Gleason and ScriptPro:
Darin Gleason LinkedIn
ScriptPro Website
ScriptPro Facebook
ScriptPro Twitter (X)
ScriptPro LinkedIn
ScriptPro YouTube
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Sykes & Company, P.A. Facebook
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Sykes & Company, P.A. Instagram
Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
Bonnie Bond – CPA LinkedIn
Bonnie Bond – CPA Twitter
More resources about this topic:
Podcast – The Hidden Cost of Not Automating
Blog - Improving Profitability and Customer Service Levels Through AI
Blog – Three Tips to Manage Payroll Expenses
Blog – 5 Ways to Diversify Services in Your Pharmacy
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In 2017, the first major tax reform in over 30 years passed and it had a tremendous impact on independent pharmacies.
Now, with the 2024 election right around the corner, many of these items could see a change!
In this episode of Master The Margin, we're taking a step back from exploring the Balance Sheet and diving into an urgent update on the Tax Cuts and Jobs Act.
Scotty Sykes goes over:
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Read and follow along with this episode at the show transcript
Stay connected with us on social media:
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Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
More resources on this topic:
Need help understanding your tax returns? Think you're paying too much in tax? Schedule an Rx Assessment with us
Webinar - Tax Cuts and Jobs Act of 2017: Pharmacy Impact and §199A
Blog – Tax-smart Depreciation on Pharmacy Buildings and Equipment
Blog – Maximize Pharmacy State and Local Tax Deductions (SALT)
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Navigate pharmacy audits in this masterclass!
In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP and Bonnie Bond, CPA sit down with Trenton Thiede, President of PAAS National to discuss all things Pharmacy Audits including:
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Want to read and follow along with this episode? Click here for the transcript:
More about our guest:
Trenton Thiede is the President of PAAS National (Pharmacy Audit Assistance Service).
Trenton started his journey working at Shopko, a community pharmacy, in 1999 for15 years, holding positions as Pharmacy Manager and Regional Pharmacy Supervisor while completing his PharmD from UW-Madison and MBA from UW-Oshkosh.
In 2013, Trenton took over Shopko’s Long-Term Care division and helped divest it to KPH HealthCare (Kinney Drugs/HealthDirect). There, he helped grow their business throughout the Midwest, eventually servicing 20,000 beds in just under four years.
In 2018, Trenton joined PAAS and oversees the daily operations as President. With his operations experience, Trent knows what’s involved, and at stake, with pharmacy audits; taking pride in helping independent pharmacies win against ruthless PBMs.
Learn more about Trenton and PAAS National:
Trenton Thiede LinkedIn
PAAS National Website
PAAS National Facebook
PAAS National Twitter (X)
PAAS National LinkedIn
Stay up to date on new episodes by liking and subscribing!
Stay connected with us on social media:
Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
Bonnie Bond – CPA LinkedIn
Bonnie Bond – CPA Twitter
More resources on this topic:
Podcast – Fraud, Waste, and Abuse Audit Updates
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Schedule an Rx Assessment
Capital Lease vs. Operating Lease 101: What’s the difference and how does it impact your pharmacy?
In this episode of Master The Margin, Scotty Sykes, CPA, CFP and Kathy Blanchard, Senior Pharmacy Accountant take a deep dive into:
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Read and follow along with this episode at the show transcript.
Stay connected with us on social media:
Sykes & Company P.A.:
Twitter (X)
YouTube
Hosts
Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
More resources about this topic:
Podcast – Master The Margin: Fixed Assets 101
Blog – Tax-smart Depreciation on Pharmacy Buildings and Equipment
Video – The Right Way to Depreciate Pharmacy Equipment
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Curious about your cash flow in the midst of chain closures? Schedule an Rx Assessment with us
With Walgreens planning to close 25% of its locations over the next 3 years, many independent pharmacies will face significant cash flow challenges from underwater scripts leaving and then coming back to new scripts transferring.
In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP and Bonnie Bond, CPA join Greco De Valencia Y Sanchez as they explore:
Join the discussion with us!
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Want to read and follow along with this episode? Click here for the transcript
Stay connected with Greco and Live Oak Bank:
Greco’s LinkedIn
Sign Up for the Express Loan
Live Oak Bank Twitter (X)
Live Oak Bank Facebook
Live Oak Bank Instagram
Live Oak Bank LinkedIn
Live Oak Bank Website
Live Oak Bank YouTube
Stay connected with us:
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LinkedIn
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Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
Bonnie Bond – CPA LinkedIn
Bonnie Bond – CPA Twitter
More resources about this topic:
Blog – Pharmacy Lending: The Inside Scoop
Blog – Expanding Your Pharmacy Business Market Share
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Fixed Assets...what are they and what are the best practices you need to implement in your pharmacy?
In this episode of Master The Margin, Scotty Sykes, CPA, CFP® and Kathy Blanchard, Senior Pharmacy Accountant dive into the essentials of fixed assets.
Tune in to learn more about:
Unsure if the assets in your pharmacy are categorized correctly? Is your pharmacy following the best practices when it comes to depreciation schedules? Schedule an Rx Assessment with us to find out!
Did you like this episode? Stay up to date on new episodes by liking and subscribing!
Read and follow along with this episode at the show transcript
Stay connected with us on social media:
Sykes & Company P.A.:
Twitter (X)
YouTube
Hosts
Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
More resources about this topic:
Resource – The Changing Pharmacy Dynamics
Blog – Tax Smart Depreciation on Pharmacy Buildings and Equipment
Blog – Tax Planning for Equipment Investment Using Section 179
Send us a text
Compounded GLP-1s is One of the hottest trends in pharmacy right now and one of the best ways you can take advantage of this opportunity is by implementing a weight loss program in your pharmacy!
In this episode of The Bottom Line Pharmacy Podcast, T.W. Taylor, Owner and Pharmacist of Williamsburg Drug Co. discusses how to develop a weight loss program with GLP-1s in a pharmacy.
He shares insights into:
Join the discussion with us!
Stay up to date on new episodes by liking and subscribing!
Click here to learn more about our podcast team and previous episodes.
Want to read and follow along with this episode? Click below for the transcript:
https://www.sykes-cpa.com/developing-a-weight-loss-program-with-glp-1s-in-your-pharmacy/
More about our guest:
T.W. Taylor, R.Ph., is the Owner of Williamsburg Drug Co. and a visionary and fearless leader in the pharmacy industry with over 41 years of experience. A graduate of Mercer University Southern School of Pharmacy, where he earned his Bachelor of Science in Pharmacy in May 1982, T.W. has a rich history of pharmacy ownership and operations. T.W. is also the Partner & Managing Director of RX3 Compounding Pharmacy and RX Care USA LLC.
His career began in the United States Air Force as a Corpsman and Physician Extender with the rank of Sergeant, where he graduated with honors in 1973. Over the years, T.W. has been recognized for his contributions to healthcare and business, winning the 2022 Small Business of the Year award from the Greater Williamsburg Chamber & Tourism Alliance, and Medical Business of the Year. He has received proclamations from the York County Board of Supervisors and letters of appreciation from Senator Warner, Congressman Whitman, and Congressman Luria.
Stay connected with T.W. Taylor and Williamsburg Drug Co.:
T.W. Taylor LinkedIn
Williamsburg Drug Co. Website
Williamsburg Drug Co. Instagram
Williamsburg Drug Co. LinkedIn
Stay connected with us on social media:
Sykes & Company P.A.:
CPA’s:
Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
Bonnie Bond – CPA LinkedIn
Bonnie Bond – CPA Twitter
More resources on this topic:
Resource - How to Develop a Weight Loss Program Using GLP-1s in Your Pharmacy
Podcast – Tradeshow Series | Live at McKesson
Podcast – Tradeshow Series | RBC and Amerisource Rec
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Schedule an Rx Assessment
Cash flow is the name of the game right now in pharmacy and one of the best ways to improve cash flow and enhance pharmacy workflow is with MedSync!
In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP and Bonnie Bond, CPA sit down with Weston Humphreys, COO and Marketing Manager with Tyson Drugs to go in-depth into getting the most out of Medsync, improving pharmacy workflow, and revenue opportunities in their pharmacy.
Did you like this episode? We share insights for Independent Pharmacy Owners every other Thursday. Stay up to date on new episodes by liking and subscribing! Click here to learn more about our podcast team and previous episodes.
Click here to read and follow along with this episode
More About Weston Humphrey's:
Weston began his career in independent pharmacy in 2013 working as a pharmacy technician with the Tyson Drug stores throughout high school and college. Upon completing a B.B.A. with the University of Mississippi, he began a full-time position with the Tyson Drug Stores where he now works as the Chief Operations Officer and Marketing Manager for its three locations and the Operations Manager for its Oxford location, G&M Pharmacy. His primary roles now include developing and implementing company-wide projects, overseeing daily operations, and overseeing all social media, online presence, website maintenance, advertising, and physician outreach in the area.
Weston Humphreys LinkedIn
Tyson Drugs Website
Tyson Drugs Facebook
Tyson Drugs LinkedIn
Tyson Drugs Instagram
Stay connected with us on social media:
Sykes & Company P.A.:
Facebook
Twitter (X)
LinkedIn
Instagram
CPA’s:
Scotty Sykes – CPA, CFP LinkedIn
Scotty Sykes – CPA, CFP Twitter
Bonnie Bond – CPA LinkedIn
Bonnie Bond – CPA Twitter
More resources about this topic:
Video - Multiple Stores and Real Estate Ownership
Podcast – Practicing to the Fullest Extent of Your License
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