10.21.2016 | Long Island Business News
Marcy Greenfield is a Berdon audit principal with more than 15 years of experience in public accounting. She specializes in providing both audit and tax services to clients in the real estate arena and in the distribution sector, including wine businesses.
Her expertise extends to the following areas:
- Planning and carrying out audits of financial statements
- Assessing whether the statements present a company’s financial situation,
operations, and cash flows in accord with GAAP or another basis of accounting
- Spotlighting questionable areas and practices; and offering suggestions to
remediate the concerns
- Reviewing operations and internal controls to identify areas of exposure and develop
ways to strengthen controls and increase efficiency
- Auditing 401(k) plans
- Helping ensure compliance with Internal Revenue Code, the Employee Retirement
Income Security Act, and Department of Labor requirements
- Seeing that contributions are reasonable and paid into the plan on time
- Providing corporate tax planning and preparation services
- Identifying tax savings opportunities and ways to reduce exposure
- Alerting clients to current and pending credits and advising on how to qualify
Greenfield provides technical training on an array of topics for new staff and is active in on-campus recruiting for the firm.
She is a member of the Long Island Committee for the Association for Corporate Growth and the New York State Society of Certified Public Accountants (NYSSCPA). Greenfield was selected by Long Island Business News for its Who’s Who: Women in Professional Services profile and is an LIBN 40 Under 40 and Ones to Watch honoree. She offered insights on the auditing process and identifying questionable practices in The Trusted Professional, a publication of the NYSSCPA.
Greenfield earned her Bachelor of Arts degree in accounting at City University of New York – Brooklyn College. She received her license as a certified public accountant in New York State in 2000.
What inspires you and why?
My goal is to maintain a work-life balance where I am able to service my clients beyond their expectations and also enjoy travelling with my family and friends. I think it is important to find happiness in both your career and family life, and I don’t want to settle for less. I’m inspired to go for it and have it all.
What is the best and worst decision you’ve ever made?
The best decision I ever made was to listen to my grandma’s advice. She said “Make a career for yourself, have your own money and don’t rely on anyone else.” I share this advice with my own children and younger professionals, hoping it will lead them down a path of no regrets.