HelpDuringAudits AssistedwithEstatePlanningAssisted withRecord-Keeping(Library)Run into aclient/prospect atthe park/gym, etcTaken onsomeoneelse's taxfilesProactiveTax Planningbefore theclient asksProvidedYear-roundSupportIncorporatedDigitalSolutionsfor workPassed onyour file tosomeoneelseKnow any3 Client'sBusinessGoals AttendedClient'sEvent SharedTaxSavingTipsParticipatedin socialcommitteeactivitiesGuidedRetirementStrategiesClient forOver 5YearsReferralsGiven &ReceivedRecommendedFinancialAdvisorsHosted /attendedtaxwebinarsProvidedTaxEducationMaterialsInvited toTaxWorkshopsAskedco-worker forhelp whenstuckClient forOver 2YearsExplainedComplexTax TermsCollaboratedwith Client's/other CPA HelpDuringAudits AssistedwithEstatePlanningAssisted withRecord-Keeping(Library)Run into aclient/prospect atthe park/gym, etcTaken onsomeoneelse's taxfilesProactiveTax Planningbefore theclient asksProvidedYear-roundSupportIncorporatedDigitalSolutionsfor workPassed onyour file tosomeoneelseKnow any3 Client'sBusinessGoals AttendedClient'sEvent SharedTaxSavingTipsParticipatedin socialcommitteeactivitiesGuidedRetirementStrategiesClient forOver 5YearsReferralsGiven &ReceivedRecommendedFinancialAdvisorsHosted /attendedtaxwebinarsProvidedTaxEducationMaterialsInvited toTaxWorkshopsAskedco-worker forhelp whenstuckClient forOver 2YearsExplainedComplexTax TermsCollaboratedwith Client's/other CPA

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