Bob Wang

Bob is owner and founder of Legacy Advantage. He obtained his CPA through working at the Private Client Services division at a Big Four accounting firm. Bob is passionate about empowering organizations through quality bookkeeping services.

  • A Simple, Scalable Method for Providing Consistent Financial Advisory Services

    A Simple, Scalable Method for Providing Consistent Financial Advisory Services

    Scaling your advisory services can be difficult. One simple way to do this to help your clients determine ROI on their marketing efforts – here’s how to do it.

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