Run into aclient/prospect atthe park/gym, etcGuidedRetirementStrategiesExplainedComplexTax TermsCollaboratedwith Client's/other CPARecommendedFinancialAdvisorsClient forOver 2YearsIncorporatedDigitalSolutionsfor workReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesAssisted withRecord-Keeping(Library)Askedco-worker forhelp whenstuckInvited toTaxWorkshopsClient forOver 5YearsKnow any3 Client'sBusinessGoalsAssistedwithEstatePlanningProvidedTaxEducationMaterialsProactiveTax Planningbefore theclient asksPassed onyour file tosomeoneelseHosted /attendedtaxwebinarsTaken onsomeoneelse's taxfilesSharedTaxSavingTips AttendedClient'sEvent  HelpDuringAudits ProvidedYear-roundSupportRun into aclient/prospect atthe park/gym, etcGuidedRetirementStrategiesExplainedComplexTax TermsCollaboratedwith Client's/other CPARecommendedFinancialAdvisorsClient forOver 2YearsIncorporatedDigitalSolutionsfor workReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesAssisted withRecord-Keeping(Library)Askedco-worker forhelp whenstuckInvited toTaxWorkshopsClient forOver 5YearsKnow any3 Client'sBusinessGoalsAssistedwithEstatePlanningProvidedTaxEducationMaterialsProactiveTax Planningbefore theclient asksPassed onyour file tosomeoneelseHosted /attendedtaxwebinarsTaken onsomeoneelse's taxfilesSharedTaxSavingTips AttendedClient'sEvent  HelpDuringAudits ProvidedYear-roundSupport

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