This bingo card has a free space and 24 words: Client for Over 2 Years, Know any 3 Client's Business Goals, Proactive Tax Planning before the client asks, Help During Audits, Attended Client's Event, Asked co-worker for help when stuck, Referrals Given & Received, Shared Tax Saving Tips, Invited to Tax Workshops, Collaborated with Client's /other CPA, Provided Year-round Support, Explained Complex Tax Terms, Client for Over 5 Years, Recommended Financial Advisors, Guided Retirement Strategies, Hosted / attended tax webinars, Assisted with Estate Planning, Incorporated Digital Solutions for work, Provided Tax Education Materials, Assisted with Record-Keeping (Library), Run into a client/ prospect at the park/ gym, etc, Passed on your file to someone else, Taken on someone else's tax files and Participated in social committee activities.
TD Bingo | First Financial Bank Bingo☺ | The SVP Way | CHW Bingo | Billing Bingo
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