Client forOver 2YearsProvidedTaxEducationMaterialsTaken onsomeoneelse's taxfilesSharedTaxSavingTipsClient forOver 5YearsExplainedComplexTax Terms AttendedClient'sEvent ReferralsGiven &ReceivedProvidedYear-roundSupportRecommendedFinancialAdvisors HelpDuringAudits Assisted withRecord-Keeping(Library)Run into aclient/prospect atthe park/gym, etcInvited toTaxWorkshopsParticipatedin socialcommitteeactivitiesProactiveTax Planningbefore theclient asksKnow any3 Client'sBusinessGoalsIncorporatedDigitalSolutionsfor workCollaboratedwith Client's/other CPAGuidedRetirementStrategiesPassed onyour file tosomeoneelseAssistedwithEstatePlanningAskedco-worker forhelp whenstuckHosted /attendedtaxwebinarsClient forOver 2YearsProvidedTaxEducationMaterialsTaken onsomeoneelse's taxfilesSharedTaxSavingTipsClient forOver 5YearsExplainedComplexTax Terms AttendedClient'sEvent ReferralsGiven &ReceivedProvidedYear-roundSupportRecommendedFinancialAdvisors HelpDuringAudits Assisted withRecord-Keeping(Library)Run into aclient/prospect atthe park/gym, etcInvited toTaxWorkshopsParticipatedin socialcommitteeactivitiesProactiveTax Planningbefore theclient asksKnow any3 Client'sBusinessGoalsIncorporatedDigitalSolutionsfor workCollaboratedwith Client's/other CPAGuidedRetirementStrategiesPassed onyour file tosomeoneelseAssistedwithEstatePlanningAskedco-worker forhelp whenstuckHosted /attendedtaxwebinars

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