The Growth Minded Accountant

Boomer Goldmine: Unlocking the Wealthiest Generation’s Potential for Your Firm


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Welcome to The Growth Minded Accountant! In this episode, Lee Reams (Founder & CEO of CountingWorks) and Rebekah Barton (Chief Visibility Officer at CountingWorks) explore the lucrative Baby Boomer demographic. Discover why Boomers, who hold the majority of the nation’s wealth, are so critical for your tax or accounting practice, and learn proven strategies to reach them effectively—online and offline. From building trust and credibility to highlighting key services like retirement and estate planning, we cover everything you need to tailor your firm’s messaging. Don’t miss this conversation on tapping into the Boomer goldmine—and get ready for future episodes on Gen X, Millennials, and more!

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The Growth Minded AccountantBy Lee Reams II from CountingWorks PRO

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