ProactiveTax Planningbefore theclient asksPassed onyour file tosomeoneelseAssistedwithEstatePlanningIncorporatedDigitalSolutionsfor work AttendedClient'sEvent Run into aclient/prospect atthe park/gym, etcClient forOver 5YearsParticipatedin socialcommitteeactivitiesHosted /attendedtaxwebinarsAskedco-worker forhelp whenstuckRecommendedFinancialAdvisorsReferralsGiven &ReceivedGuidedRetirementStrategiesTaken onsomeoneelse's taxfilesAssisted withRecord-Keeping(Library)Invited toTaxWorkshopsKnow any3 Client'sBusinessGoalsCollaboratedwith Client's/other CPAExplainedComplexTax TermsProvidedYear-roundSupport HelpDuringAudits ProvidedTaxEducationMaterialsSharedTaxSavingTipsClient forOver 2YearsProactiveTax Planningbefore theclient asksPassed onyour file tosomeoneelseAssistedwithEstatePlanningIncorporatedDigitalSolutionsfor work AttendedClient'sEvent Run into aclient/prospect atthe park/gym, etcClient forOver 5YearsParticipatedin socialcommitteeactivitiesHosted /attendedtaxwebinarsAskedco-worker forhelp whenstuckRecommendedFinancialAdvisorsReferralsGiven &ReceivedGuidedRetirementStrategiesTaken onsomeoneelse's taxfilesAssisted withRecord-Keeping(Library)Invited toTaxWorkshopsKnow any3 Client'sBusinessGoalsCollaboratedwith Client's/other CPAExplainedComplexTax TermsProvidedYear-roundSupport HelpDuringAudits ProvidedTaxEducationMaterialsSharedTaxSavingTipsClient forOver 2Years

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