An international MGA transitioned its financial closing, MIS reporting, and underwriting support to Xceedance to improve its insurance-related capabilities and to streamline the CFO’s financial accounting and reporting processes. In response, we assembled a team of knowledgeable accountants with international experience in the P&C market. Our team took control of the client’ treasury, cash management, accounting, and expense reporting functions, with a target to eventually oversee all management reporting. The objective included structuring and implementing a smooth transition plan without hampering end-of-quarter statutory reporting. OUR METHOD Starting with SunSystems GL for all accounting and reporting requirements, we implemented a phased transition schedule in which we defined a

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