Mark Albrecht, Chief Executive Officer
Glen Keenan, President
Shishir Shah, Director of Outsourcing Operations
Gary S. Spaulding, Chief Technology Officer
Mark Albrecht, Chief Executive Officer
Mark Albrecht is the CEO and founder of Xpitax and its sister company, XCM Solutions, LLC. Previously, he was president and a founding shareholder of KAF Financial Group and has over 30 years of experience in public accounting, specializing in tax services. KAF Financial Group consists of a 50 person accounting firm with consulting divisions focusing on human resource, technology solutions, business valuations and a financial advisor group.
Mark holds a Bachelor of Arts degree in accounting from Boston College and a Master of Taxation degree from Bentley College in Waltham, MA. He currently holds securities Series 6 and 66 licenses from the Securities and Exchange Commission. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Mark's past experience in implementing a paperless office within KAF Financial Group and his pioneering approach in developing outsourcing solutions through Xpitax provides a unique perspective of how to develop and incorporate useful technology within a CPA firm.
Mark has extensive experience presenting on topics related to accounting, firm operations, technology, and business process outsourcing. In addition to several Webinar series, Mark has presented at the 2006 Management Summit and events hosted by the State Societies of Louisiana, California, and Massachusetts, as well as organizations such as Boomer Consulting and 2020USA. Mark was named one of Accounting Today's "Top 100 Most Influential People" in the accounting profession in 2008 and 2009.
| Mark R. Albrecht, CPA, MST | |
| E-mail: | mark.albrecht@xpitax.com |
| Phone: | 781-303-0136 |
| Fax: | 781-303-0155 |
Glen Keenan, President
Glen Keenan is the President of Xpitax. He has extensive experience in public accounting, having worked at the Boston Office of Deloitte & Touche for almost a decade. He specialized in the paperless workpaper environment, internal controls and risk assessment. He has also been an active contributor to the high tech community in the Boston area, having most recently served as the financial officer of a software company specializing in workflow, and document management.
Glen is a current member of the Advisory Board of Lexalytics and a member of their audit committee. He is also a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. He holds a Bachelor of Science degree in accounting from Boston College.
Glen is a frequent speaker on issues related to technology and practice management, and has presented at regional and national events hosted by organizations including Boomer Consulting, RAN ONE, SourceMedia, 2020USA, CPA Network, Principa, CPAPlus Network, and the Leading Edge Alliance. Glen is also a regular contributor and resource for professional journals and periodicals, and was named to The CPA Technology Advisor’s “40 Under 40” list of influencers in the accounting profession in 2007, 2008 and 2009.
| Glen Keenan, CPA | |
| E-mail: | glen.keenan@xpitax.com |
| Phone: | 781-303-0136 |
| Fax: | 781-303-0155 |
Shishir Shah, CPA, is the director of outsourcing operations for Xpitax, LLC providing cross-team coordination for all tax and accounting work. He has over 10 years of experience managing teams in both public accounting and corporate settings. Shishir’s primary role is to ensure quality compliance, facilitating client-team collaboration and overseeing training of the India accountants. Shishir’s strong background as a tax professional and unique understanding of Indian society, having studied the differences between Indian and Western philosophy and cultural values at a residential educational institution in India for two years, makes him uniquely qualified to serve as the primary liaison between Xpitax’s U.S. clients and India-based professional staff.
Prior to joining Xpitax, Shishir held various roles as a senior member of the tax department in the New York offices of Terra-Gen Power, LLC, PricewaterhouseCoopers, LLP, Berson Corrado, LLP, and Yohalem Gillman & Co., LLP, where he also coordinated the firm’s outsourcing strategy with a third party provider. He earned his bachelor’s degree in Accounting from Baruch College, and has completed post graduate studies in Eastern & Western Philosophy at Tattvajnaan Vidhyapithin Thane, India.
| Shishir Shah, CPA | |
| E-mail: | shishir.shah@xpitax.com |
| Phone: | 781-303-0136 |
| Fax: | 781-303-0155 |
| Gary S. Spaulding, CISSP | |
| E-mail: | gary.spaulding@xpitax.com |
| Phone: | 781-303-0136 |