ProvidedYear-roundSupportExplainedComplexTax TermsHosted /attendedtaxwebinars HelpDuringAudits Passed onyour file tosomeoneelseClient forOver 2YearsAssisted withRecord-Keeping(Library)SharedTaxSavingTipsParticipatedin socialcommitteeactivitiesTaken onsomeoneelse's taxfilesKnow any3 Client'sBusinessGoalsClient forOver 5YearsAskedco-worker forhelp whenstuckAssistedwithEstatePlanningProvidedTaxEducationMaterialsCollaboratedwith Client's/other CPAIncorporatedDigitalSolutionsfor workRecommendedFinancialAdvisorsRun into aclient/prospect atthe park/gym, etcReferralsGiven &ReceivedProactiveTax Planningbefore theclient asks AttendedClient'sEvent GuidedRetirementStrategiesInvited toTaxWorkshopsProvidedYear-roundSupportExplainedComplexTax TermsHosted /attendedtaxwebinars HelpDuringAudits Passed onyour file tosomeoneelseClient forOver 2YearsAssisted withRecord-Keeping(Library)SharedTaxSavingTipsParticipatedin socialcommitteeactivitiesTaken onsomeoneelse's taxfilesKnow any3 Client'sBusinessGoalsClient forOver 5YearsAskedco-worker forhelp whenstuckAssistedwithEstatePlanningProvidedTaxEducationMaterialsCollaboratedwith Client's/other CPAIncorporatedDigitalSolutionsfor workRecommendedFinancialAdvisorsRun into aclient/prospect atthe park/gym, etcReferralsGiven &ReceivedProactiveTax Planningbefore theclient asks AttendedClient'sEvent GuidedRetirementStrategiesInvited 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. Provided Year-round Support
  2. Explained Complex Tax Terms
  3. Hosted / attended tax webinars
  4. Help During Audits
  5. Passed on your file to someone else
  6. Client for Over 2 Years
  7. Assisted with Record-Keeping (Library)
  8. Shared Tax Saving Tips
  9. Participated in social committee activities
  10. Taken on someone else's tax files
  11. Know any 3 Client's Business Goals
  12. Client for Over 5 Years
  13. Asked co-worker for help when stuck
  14. Assisted with Estate Planning
  15. Provided Tax Education Materials
  16. Collaborated with Client's /other CPA
  17. Incorporated Digital Solutions for work
  18. Recommended Financial Advisors
  19. Run into a client/ prospect at the park/ gym, etc
  20. Referrals Given & Received
  21. Proactive Tax Planning before the client asks
  22. Attended Client's Event
  23. Guided Retirement Strategies
  24. Invited to Tax Workshops