As Founder & Chairman of XCM, Mark is responsible for the strategic direction of XCM Solutions and is directly involved with product development. He is also founder of Xpitax (an XCM Solutions company), which provides outsourcing solutions to the accounting profession. Previously, he was president and a founding shareholder of KAF Financial Group and has over 35 years of experience in public accounting, specializing in tax services. KAF Financial Group was 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, 2009, 2010, and 2011.