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

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

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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 your bottom line. Subscribe wherever you listen to podcasts for the latest in independent pharmacy!

Episode List

Maximizing Med Sync with Dr. Levi Ellison, PharmD, Owner of Ellison Family Pharmacy

Jan 15th, 2026 4:00 PM

Send us a textSchedule an Rx AssessmentLevi is hiring! Interested in working for a pharmacy that runs on structure, relationships, and a high-performance Med Sync model (not “rat race” retail)? Click hereIf you really want to maximize your Med Sync program, you need to shift your mindset from "Med Sync is a “program” to "Med Sync is our culture and a competitive advantage."In this episode of the Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP®, Bonnie Bond, CPA, MBA, and Austin Murray sit down with Dr. Levi Ellison, PharmD, Owner of Ellison Family Pharmacy to discuss his Med Sync operation, how it’s driving 42 inventory turns and creating a smoother, calmer experience for patients and staff.We break down:Med Sync as opt-out, not opt-inHow Med Sync creates financial leverageWhy Levi believes Med Sync benefits everyoneThe Med Sync workflow driving above average inventory turnsAnd more!More About Our Guest:Dr. Levi Ellison, PharmD is the owner of Ellison Family Pharmacy. An independent pharmacy located in Mena Arkansas.Levi’s roots run deep in Polk County with his family going back six or more generations on both sides. Both Levi graduated with a Doctor of Pharmacy degree in 2018 from UAMS College of Pharmacy in Little Rock, AR. Levi serves as the pharmacist in charge of Ellison Family Pharmacy and Jessica works part time as a pharmacist.Levi is a very active member of Salem Baptist Church located in the community of Nunley just outside Mena. He is also a member of the Arkansas Pharmacists Association and the National Community Pharmacists Association. In his limited free time he enjoys spending time with wife Jessica hiking and with their children.Stay connected with Levi and Ellison Family Pharmacy: Levi's LinkedInEllison Rx WebsiteEllison Rx Facebook Stay connected with us: FacebookYouTube LinkedInInstagramMore resources on this topic: Podcast - Driving Independent Pharmacy Profitability in 2026Podcast – The Startup Compounding Pharmacy PlaybookPodcast – Inside the Fight for Compounding: Advocacy, Growth, and Regulation

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

Jan 8th, 2026 2:00 PM

Send us a textSchedule an Rx AssessmentPeptides, telemedicine, speed-to-market. Independent pharmacies have real profitability levers in 2026 but the winners will be the ones who can move fast and stay compliant.In this episode, Scotty Sykes, CPA, CFP, Bonnie Bond, CPA, MBA, and Austin Murray sit down with Dr. Nicolette Mathey, PharmD, CEO of Atrium24 to unpack what’s changing right now in the compounding and wellness economy.We cover:Why peptides are exploding in demandWhat to know about BPC-157 and why many think FDA movement could be comingHow pharmacies can use telemedicine to keep patients from being captured by big direct-to-consumer platformsWhere compounding pharmacies are still thrivingSpeed to market without reckless riskMore About Our Guest:Dr. Nicolette Mathey started her career at Walgreens at age 16 and earned her PharmD from the University of Florida in 2010. After pioneering a successful Bedside Delivery program at BayCare Health Systems, she became the Director of Clinical Services at Pharmacy Development Services. There, she co-developed the Clinical Services Profit Ignitor and played a pivotal role in early data analytics. In 2017, Nicolette acquired Palm Harbor Pharmacy, transforming it from a contracts-only establishment in a Heat Zone to a thriving hub. She revamped its identity, introducing robust digital marketing, a multi-rep sales system, compounding, immunizations, NABP accreditation, Test & Treat, Pharmacogenomic (PGX) Testing, and more. In 2019, Nicolette founded ATRIUM24, initially offering business consulting to pharmacies. Focused on developing software to automate data analytics and launch Dotti, the industry’s first CRM sales system tailored for pharmacies, she sold Palm Harbor Pharmacy to another independent owner in October 2023. With the official launch of Dotti in January 2024, Dr. Mathey continues to innovate, aiding pharmacies in maximizing their data for profitability and growth. Through ATRIUM24 and Dotti, she and her team “connect the dots” for sales and marketing initiatives, empowering pharmacies with cutting-edge tools. Stay connected with Nicolette, Atrium24, and Dotti: Nicolette’s LinkedInAtrium24 WebsiteAtrium24 FacebookAtrium24 LinkedInStay connected with us: FacebookYouTube LinkedInInstagram More resources on this topic: Podcast – The Startup Compounding Pharmacy PlaybookPodcast – Inside the Fight for Compounding: Advocacy, Growth, and Regulation

Christmas 2025: Year-End Tax Moves, MDPNP Updates, PBM Reform

Dec 27th, 2025 8:00 PM

Send us a textSchedule an Rx Assessment🎄 ’Tis the season to be…strategic. 🎁In this festive year-end episode of The Bottom Line Pharmacy Podcast, the team gathers to break down what independent pharmacy owners should be thinking about as the calendar closes and what opportunities and challenges lie ahead.We cover a wide range of timely topics, including:- Market changes and the increase in multi-store ownership- Why you need to be prepared if you are approached to buy a pharmacy- What proper due diligence really looks like when evaluating a pharmacy- Key MFP and WAC updates heading into the new year- Last-minute tax planning strategies pharmacy owners can still implement before year-end- A pulse check on PBM reform and legislative momentumHappy listening!Stay connected with us on social media:FacebookTwitterLinkedInMore on this topic:Podcast: NCPA 2025 Recap

Building a Legacy Through Pharmacy with Sonja Pagniano, Executive Director of NCPA Foundation

Dec 18th, 2025 12:00 PM

Send us a textWhat if your year-end tax plan could do more than reduce your bill… and actually strengthen the future of independent pharmacy?In this episode of The Bottom Line Pharmacy Podcast, Bonnie Bond, CPA, and Austin Murray sit down with Sonja Pagniano of the NCPA Foundation to unpack how the Foundation supports pharmacy ownership, disaster recovery, and long-term sustainability for community pharmacies.We cover:- The origin story of the NCPA Foundation- Why public understanding of independent pharmacy is a key piece of independent pharmacy's future- The Rural Pharmacy Ownership Accelerator and what it means for “pharmacy deserts”- End-of-year planning strategies pharmacy owners should consider- And more!More About Our Guest:Sonja Pagniano, is the executive director of the NCPA Foundation. Sonja leads the foundation’s strategic growth including the fundraising campaigns, marketing initiatives, as well as various other projects. Throughout her career Sonja has sought to strategically support the mission of philanthropic groups such as the NCPA Foundation. She most recently served as the development manager for the Center for Disaster Philanthropy, which helps donors maximize their impact on long-term recovery from disasters through expert resources, community-driven grantmaking and philanthropic consulting services.  Prior to this position, she worked at the College of Wooster’s Advancement Division as the assistant director of annual giving, and as an associate planner at the Medina County Department of Planning Services and Fair Housing in Ohio.  Sonja received her Masters of Public Administration from Kent State University. She also holds a Certified Fund Raising Executive (CFRE) certification, so she is certified in the highest standards of ethics, competence, and service to the philanthropic sector. Stay connected with Sonja and the NCPA Foundation: Sonja Pagniano LinkedInNCPA Foundation Website NCPA Foundation YouTubeNCPA Foundation LinkedInNCPA Foundation FacebookStay connected with us on social media:FacebookTwitterLinkedInScotty Sykes – CPA, CFP® LinkedInMore on this topic:Podcast: NCPA 2025 RecapPodcast: Pioneering Solutions in Remote Territories

Inside the PBM Machine: PBM Audits, Compounding, TrumpRx

Dec 11th, 2025 12:00 PM

Send us a textSchedule an Rx AssessmentWhat happens when GLP-1 compounding, TrumpRx, and PBM audits all collide in your pharmacy?In this episode of the Bottom Line Pharmacy Podcast, hosts Austin Murray and Bonnie Bond, CPA, are joined by healthcare attorney Dae Lee of Buchanan, Ingersoll, & Rooney, P.C. to unpack the fast-moving legal and regulatory landscape around GLP-1s, PBMs, and audits and what independent owners need to be doing right now to protect their businesses.We cover: - The vertical integration behind the “big three” PBMs and their rebate aggregators- Why PBM audit triggers and the realities of today’s audit tactics- A practical roadmap for responding to an audit- What “recredentialing season” really means- TrumpRx And more!More About Our Guest:Dae Y. Lee, Pharm.D., Esq., CPBS focuses on representing pharmacies in their dealings against Pharmacy Benefit Managers (PBMs). With extensive experience in the intricacies of PBM audits, investigations, network enrollment, network suspension, network terminations, reimbursement disputes, and DEA as well as other governmental investigations, Dae has become a trusted advisor to a broad cross-section of pharmacies and pharmacy providers, including community retail pharmacies, chain pharmacies, compounding pharmacies, specialty pharmacies, mail order pharmacies, home infusion providers, and dispensing physician practices.. His practice also extends to assisting other stakeholders in the pharmacy industry such as wholesalers, manufacturers, and other healthcare providers. In addition to his PBM-focused work, Dae represents entities in pharmacy-related transactions and assists clients with corporate formation, due diligence, licensing, change-of-ownership requirements and credentialing, providing comprehensive legal support throughout the transaction process. Dae is a Certified Pharmacy Benefits Specialist™ (CPBS™). Offered through TransparentRx and accredited by the University of Kentucky School of Pharmacy, the CPBS program is designed to cover complex topics of pharmacy benefit management in order to provide a foundational knowledge required for higher-level evaluation of PBM business operations, fundamentals of PBM pricing, plan design, cost-containment strategies, PBM contracts, PBM procurement, Specialty Pharmacy benefits management, and overall PBM performance with emphasis on cost effectiveness.Stay connected with Dae and Buchanan, Ingersoll, & Rand: Dae Lee LinkedInBuchanan, Ingersoll, & Rooney WebsiteBuchanan, Ingersoll, & Rooney LinkedInBuchanan, Ingersoll, & Rooney TwitterBuchanan, Ingersoll, & Rooney FacebookStay connected with us on social media:FacebookTwitterLinkedInMore on this topic:Podcast: The Startup Compounding Pharmacy PlaybookPodcast: The Trusted Pharmacist: Adv

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