Steven Greenberg, CPA
Current and Prior Year Tax Preparation
Part-Time CFO - Interim CFO
Contact Info:
 (914) 584-1129


Who is Steve Greenberg?

Steve Greenberg is a certified public accountant providing part-time, temporary, and contract chief financial officer (CFO) services for businesses throughout the metropolitan New York, New Jersey, Connecticut area. Should you find yourself in a situation where prior years taxes have not been filed, an appointment to go over past year's income and expenses will bring you up to date and answer IRS notices. Individual as well as corporate returns can be professionally prepared by a CPA and filed without any further delay.

Tax preparation:

Expert tax preparation is available for individuals, contractors, small business owners and corporations. Call to set up an appointment to timely file or to catch up with prior year's delinquent filings and create peace of mind.

Many tax returns can be prepared by e-mail or fax without an appointment.

What is a part-time CFO/temporary CFO?

A part-time CFO offers the expertise of a senior-level chief financial officer or controller, but on a part-time, contract basis. For startups, or small- to medium-sized businesses, a part-time CFO can give you committed, day-to-day financial management at the scale you need.
A temporary CFO can also provide crucial financial leadership during times of staff transition. Often, the departure of an existing CFO or controller can strain a business. As a temporary CFO, Steve has years of experience adapting to the unique needs and cultures of different businesses. Steveయsition as a temporary CFO can ensure your company a seamless management transition.
The difference between an interim CFO and a temporary CFO is an interim CFO is on site working your business schedule acting in the capacity of CFO until a permanent CFO is found. A temporary CFO is where you contract for agreed upon CFO services usually on a monthly basis. Those services are in lieu of a current plan to hire a permanent CFO.
Temporary CFO services can be highly beneficial to the owner and management team as they have access to an expert who will help the business without having the expense of a full-time experienced professional.

What are the benefits of a part-time CFO?

Scale is the overriding key benefit of a part-time or temporary CFO. As a part-time CFO, Steve Greenberg provides top-flight financial leadership with less overhead cost than a full-time position.

What services does a part-time CFO provide?

Services that Steve provides as a part-time or temporary CFO include: business plan development, strategic financial analysis, budgeting analysis, accounting system implementation, financial reporting, and tax preparation.

Contact Steve Greenberg today to learn more about how a part-time CFO can be good for your business.


I offer a complete set of financial services based on years of experience as a certified public accountant. But I don't stop there. Sound financial management must be factually accurate, but it is also interdependent with other facets of your business: operations, information technology, human resources, or marketing.

I help you identify the deeper organizational challenges that may be affecting your profitability. These challenges may be technical in nature, relating to data, systems and processes, or human in nature, relating to leadership, employee motivation, or communication.

With a sensitivity to your corporate culture, I listen to your concerns, and earn the trust and respect of each employee. Then, with years of management expertise behind my recommendations, decisions, and actions, I work with you to resolve each challenge on both technical and human levels. In this way, I provide you with immediate skill-based solutions and strategic value, both of which contribute to long-term profitability.

Furthermore, as your company changes, so does my role in it. With the experience that comes from immersion, I'll tailor my role in ways that suit your business now, next year, and into the future.


Business System Implementation

Well-organized financial processes ensure that your day-to-day business operations run smoothly. I evaluate your current processes from a technological and organizational perspective and recommend effective ways to manage your routine financial tasks. If necessary, I help you choose and implement the specific accounting system that suits your needs. I also collaborate with legal, insurance, banking, or human resources professionals to establish appropriate administrative systems.

I also educate and mentor your staff to ensure that bookkeeping, payroll management, benefits administration, and other ᣫ-office᤭inistrative tasks are carried out in the most efficient manner possible.

Cash Flow and Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. I will evaluate and forecast your company's present financial condition, estimate financing requirements, and monitor cash flow sources and uses.

Financial Forecasting and/or Budgeting

Forecasts and budgets are necessities for effectively leading a business to profitability. You must know what activities and market assumptions have had the greatest impact on your business೵ccess, and project them into a model for future growth. Forecasts and budgets may also be necessary for preparing loan applications, seeking additional financing, and evaluating alternative business strategies.

I will prepare an annual and monthly budget that will serve as your financial operating plan. Depending on the scale and needs of your business, I will provide simple projections or complex financial models. You will then be able to monitor your businessలogress by comparing actual performance against this plan.

Financial Reporting

In-depth financial reporting of past business activity is extremely useful for making management decisions, and can help you find constructive ways to maximize your company's profitability and efficiency. Management, investors, lenders, and taxing authorities also all need accurate, timely statements of your businessలofitability.

Financial reports can be performed at any of three levels of assurance:

  • Audit: an intensive examination with the highest level of assurance
  • Review: some analytical procedures conducted with limited assurance
  • Compilation: based upon information provided by the client, and intended primarily for internal use

As your CFO, I take a leadership role in the reporting process. I will prepare your company for an audit and coordinate the process in an efficient and reliable manner. I prepare internal-use financial reports in accordance with applicable accounting standards for your company. However, I express no independent opinion or any other form of assurance on the underlying information included in those reports.

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Strategic Management

I provide executive-level administrative direction and support for each area of your business operations: production, delivery, and sales. I also work hand-in-hand with your board of directors to help develop objectives and strategies that foster your long-term success.

In business situations where there are disagreements or disputes, even the most qualified managers can benefit from feedback from an outside financial professional. I guide and influence leadership by identifying the objective components of a particular issue, asking objective, data-focused questions, and facilitating communication at the source of the conflict.

Tax Services

I take a proactive, not reactive, approach to tax services. By keeping current on new tax legislation, I can identify key tax planning opportunities throughout the year that minimize your current and future tax liabilities. I work with your tax preparer to coordinate tax return preparation and to achieve optimal tax planning for your company.


Please call me at  to discuss your business and how I might help you with your Interim CFO or Temporary CFO requirements.

(914) 584-1129