ExplainedComplexTax TermsSharedTaxSavingTipsClient forOver 2YearsRecommendedFinancialAdvisorsProvidedTaxEducationMaterialsProvidedYear-roundSupportCollaboratedwith Client's/other CPAKnow any3 Client'sBusinessGoalsHosted /attendedtaxwebinarsProactiveTax Planningbefore theclient asksClient forOver 5YearsGuidedRetirementStrategiesAskedco-worker forhelp whenstuckParticipatedin socialcommitteeactivitiesIncorporatedDigitalSolutionsfor workTaken onsomeoneelse's taxfilesAssistedwithEstatePlanningReferralsGiven &ReceivedAssisted withRecord-Keeping(Library) HelpDuringAudits Passed onyour file tosomeoneelseInvited toTaxWorkshops AttendedClient'sEvent Run into aclient/prospect atthe park/gym, etcExplainedComplexTax TermsSharedTaxSavingTipsClient forOver 2YearsRecommendedFinancialAdvisorsProvidedTaxEducationMaterialsProvidedYear-roundSupportCollaboratedwith Client's/other CPAKnow any3 Client'sBusinessGoalsHosted /attendedtaxwebinarsProactiveTax Planningbefore theclient asksClient forOver 5YearsGuidedRetirementStrategiesAskedco-worker forhelp whenstuckParticipatedin socialcommitteeactivitiesIncorporatedDigitalSolutionsfor workTaken onsomeoneelse's taxfilesAssistedwithEstatePlanningReferralsGiven &ReceivedAssisted withRecord-Keeping(Library) HelpDuringAudits Passed onyour file tosomeoneelseInvited toTaxWorkshops AttendedClient'sEvent Run into aclient/prospect atthe park/gym, etc

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