Client forOver 2YearsIncorporatedDigitalSolutionsfor work AttendedClient'sEvent ProvidedYear-roundSupportReferralsGiven &ReceivedProvidedTaxEducationMaterialsInvited toTaxWorkshopsSharedTaxSavingTipsTaken onsomeoneelse's taxfilesGuidedRetirementStrategiesHosted /attendedtaxwebinarsRecommendedFinancialAdvisorsKnow any3 Client'sBusinessGoalsAssistedwithEstatePlanningAssisted withRecord-Keeping(Library)Participatedin socialcommitteeactivitiesProactiveTax Planningbefore theclient asksAskedco-worker forhelp whenstuckPassed onyour file tosomeoneelseCollaboratedwith Client's/other CPAExplainedComplexTax TermsRun into aclient/prospect atthe park/gym, etc HelpDuringAudits Client forOver 5YearsClient forOver 2YearsIncorporatedDigitalSolutionsfor work AttendedClient'sEvent ProvidedYear-roundSupportReferralsGiven &ReceivedProvidedTaxEducationMaterialsInvited toTaxWorkshopsSharedTaxSavingTipsTaken onsomeoneelse's taxfilesGuidedRetirementStrategiesHosted /attendedtaxwebinarsRecommendedFinancialAdvisorsKnow any3 Client'sBusinessGoalsAssistedwithEstatePlanningAssisted withRecord-Keeping(Library)Participatedin socialcommitteeactivitiesProactiveTax Planningbefore theclient asksAskedco-worker forhelp whenstuckPassed onyour file tosomeoneelseCollaboratedwith Client's/other CPAExplainedComplexTax TermsRun into aclient/prospect atthe park/gym, etc HelpDuringAudits Client forOver 5Years

Andersen Relationships Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Client for Over 2 Years
  2. Incorporated Digital Solutions for work
  3. Attended Client's Event
  4. Provided Year-round Support
  5. Referrals Given & Received
  6. Provided Tax Education Materials
  7. Invited to Tax Workshops
  8. Shared Tax Saving Tips
  9. Taken on someone else's tax files
  10. Guided Retirement Strategies
  11. Hosted / attended tax webinars
  12. Recommended Financial Advisors
  13. Know any 3 Client's Business Goals
  14. Assisted with Estate Planning
  15. Assisted with Record-Keeping (Library)
  16. Participated in social committee activities
  17. Proactive Tax Planning before the client asks
  18. Asked co-worker for help when stuck
  19. Passed on your file to someone else
  20. Collaborated with Client's /other CPA
  21. Explained Complex Tax Terms
  22. Run into a client/ prospect at the park/ gym, etc
  23. Help During Audits
  24. Client for Over 5 Years