Participatedin socialcommitteeactivitiesKnow any3 Client'sBusinessGoalsIncorporatedDigitalSolutionsfor work AttendedClient'sEvent Passed onyour file tosomeoneelseSharedTaxSavingTipsClient forOver 2YearsProactiveTax Planningbefore theclient asksExplainedComplexTax TermsProvidedTaxEducationMaterialsAskedco-worker forhelp whenstuckClient forOver 5YearsReferralsGiven &ReceivedRun into aclient/prospect atthe park/gym, etcAssistedwithEstatePlanningProvidedYear-roundSupportTaken onsomeoneelse's taxfilesCollaboratedwith Client's/other CPARecommendedFinancialAdvisors HelpDuringAudits Assisted withRecord-Keeping(Library)GuidedRetirementStrategiesHosted /attendedtaxwebinarsInvited toTaxWorkshopsParticipatedin socialcommitteeactivitiesKnow any3 Client'sBusinessGoalsIncorporatedDigitalSolutionsfor work AttendedClient'sEvent Passed onyour file tosomeoneelseSharedTaxSavingTipsClient forOver 2YearsProactiveTax Planningbefore theclient asksExplainedComplexTax TermsProvidedTaxEducationMaterialsAskedco-worker forhelp whenstuckClient forOver 5YearsReferralsGiven &ReceivedRun into aclient/prospect atthe park/gym, etcAssistedwithEstatePlanningProvidedYear-roundSupportTaken onsomeoneelse's taxfilesCollaboratedwith Client's/other CPARecommendedFinancialAdvisors HelpDuringAudits Assisted withRecord-Keeping(Library)GuidedRetirementStrategiesHosted /attendedtaxwebinarsInvited toTaxWorkshops

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