ReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesClient forOver 2YearsProvidedYear-roundSupportRecommendedFinancialAdvisors AttendedClient'sEvent SharedTaxSavingTipsCollaboratedwith Client's/other CPAGuidedRetirementStrategiesInvited toTaxWorkshops HelpDuringAudits ExplainedComplexTax TermsProvidedTaxEducationMaterialsProactiveTax Planningbefore theclient asksAssisted withRecord-Keeping(Library)Askedco-worker forhelp whenstuckTaken onsomeoneelse's taxfilesIncorporatedDigitalSolutionsfor workKnow any3 Client'sBusinessGoalsClient forOver 5YearsAssistedwithEstatePlanningHosted /attendedtaxwebinarsRun into aclient/prospect atthe park/gym, etcPassed onyour file tosomeoneelseReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesClient forOver 2YearsProvidedYear-roundSupportRecommendedFinancialAdvisors AttendedClient'sEvent SharedTaxSavingTipsCollaboratedwith Client's/other CPAGuidedRetirementStrategiesInvited toTaxWorkshops HelpDuringAudits ExplainedComplexTax TermsProvidedTaxEducationMaterialsProactiveTax Planningbefore theclient asksAssisted withRecord-Keeping(Library)Askedco-worker forhelp whenstuckTaken onsomeoneelse's taxfilesIncorporatedDigitalSolutionsfor workKnow any3 Client'sBusinessGoalsClient forOver 5YearsAssistedwithEstatePlanningHosted /attendedtaxwebinarsRun into aclient/prospect atthe park/gym, etcPassed onyour file tosomeoneelse

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