RecommendedFinancialAdvisorsHosted /attendedtaxwebinarsAskedco-worker forhelp whenstuckAssistedwithEstatePlanningCollaboratedwith Client's/other CPATaken onsomeoneelse's taxfiles AttendedClient'sEvent Passed onyour file tosomeoneelseGuidedRetirementStrategiesKnow any3 Client'sBusinessGoals HelpDuringAudits Run into aclient/prospect atthe park/gym, etcProvidedTaxEducationMaterialsProvidedYear-roundSupportParticipatedin socialcommitteeactivitiesInvited toTaxWorkshopsExplainedComplexTax TermsReferralsGiven &ReceivedAssisted withRecord-Keeping(Library)IncorporatedDigitalSolutionsfor workClient forOver 2YearsClient forOver 5YearsSharedTaxSavingTipsProactiveTax Planningbefore theclient asksRecommendedFinancialAdvisorsHosted /attendedtaxwebinarsAskedco-worker forhelp whenstuckAssistedwithEstatePlanningCollaboratedwith Client's/other CPATaken onsomeoneelse's taxfiles AttendedClient'sEvent Passed onyour file tosomeoneelseGuidedRetirementStrategiesKnow any3 Client'sBusinessGoals HelpDuringAudits Run into aclient/prospect atthe park/gym, etcProvidedTaxEducationMaterialsProvidedYear-roundSupportParticipatedin socialcommitteeactivitiesInvited toTaxWorkshopsExplainedComplexTax TermsReferralsGiven &ReceivedAssisted withRecord-Keeping(Library)IncorporatedDigitalSolutionsfor workClient forOver 2YearsClient forOver 5YearsSharedTaxSavingTipsProactiveTax Planningbefore theclient asks

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Recommended Financial Advisors
  2. Hosted / attended tax webinars
  3. Asked co-worker for help when stuck
  4. Assisted with Estate Planning
  5. Collaborated with Client's /other CPA
  6. Taken on someone else's tax files
  7. Attended Client's Event
  8. Passed on your file to someone else
  9. Guided Retirement Strategies
  10. Know any 3 Client's Business Goals
  11. Help During Audits
  12. Run into a client/ prospect at the park/ gym, etc
  13. Provided Tax Education Materials
  14. Provided Year-round Support
  15. Participated in social committee activities
  16. Invited to Tax Workshops
  17. Explained Complex Tax Terms
  18. Referrals Given & Received
  19. Assisted with Record-Keeping (Library)
  20. Incorporated Digital Solutions for work
  21. Client for Over 2 Years
  22. Client for Over 5 Years
  23. Shared Tax Saving Tips
  24. Proactive Tax Planning before the client asks