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