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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Rita BasuMallick | CPA, MBA

4.6 / 5

Investment Accounting
Financial Markets and Instruments
Portfolio Accounting and Financial Instruments
Audit and Chartered Accountancy

Rita is a seasoned CPA with over 17 years of expertise in investment accounting, middle office operations, and fund administration. She has held key roles at major financial institutions such as State Street, SS&C Technologies, Linedata, and PwC. Her deep industry experience makes her a trusted authority in managing complex financial operations and systems.

Her CPE courses focus on hedge fund structures, portfolio accounting systems, valuing complex financial instruments, and navigating regulatory reporting. With an MBA in Financial Markets from NYU Stern and Chartered Accountant credentials from India, Rita combines technical depth with real-world insight, delivering education that’s both practical and impactful.