Invited toTaxWorkshopsAssistedwithEstatePlanningCollaboratedwith Client's/other CPAExplainedComplexTax TermsGuidedRetirementStrategiesPassed onyour file tosomeoneelseClient forOver 2Years HelpDuringAudits Assisted withRecord-Keeping(Library)Run into aclient/prospect atthe park/gym, etcTaken onsomeoneelse's taxfilesRecommendedFinancialAdvisors AttendedClient'sEvent ProvidedYear-roundSupportHosted /attendedtaxwebinarsSharedTaxSavingTipsClient forOver 5YearsReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesKnow any3 Client'sBusinessGoalsProactiveTax Planningbefore theclient asksIncorporatedDigitalSolutionsfor workProvidedTaxEducationMaterialsAskedco-worker forhelp whenstuckInvited toTaxWorkshopsAssistedwithEstatePlanningCollaboratedwith Client's/other CPAExplainedComplexTax TermsGuidedRetirementStrategiesPassed onyour file tosomeoneelseClient forOver 2Years HelpDuringAudits Assisted withRecord-Keeping(Library)Run into aclient/prospect atthe park/gym, etcTaken onsomeoneelse's taxfilesRecommendedFinancialAdvisors AttendedClient'sEvent ProvidedYear-roundSupportHosted /attendedtaxwebinarsSharedTaxSavingTipsClient forOver 5YearsReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesKnow any3 Client'sBusinessGoalsProactiveTax Planningbefore theclient asksIncorporatedDigitalSolutionsfor workProvidedTaxEducationMaterialsAskedco-worker forhelp whenstuck

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