Client forOver 5YearsProactiveTax Planningbefore theclient asksGuidedRetirementStrategiesClient forOver 2Years AttendedClient'sEvent  HelpDuringAudits AssistedwithEstatePlanningTaken onsomeoneelse's taxfilesProvidedTaxEducationMaterialsIncorporatedDigitalSolutionsfor workSharedTaxSavingTipsHosted /attendedtaxwebinarsReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesExplainedComplexTax TermsRun into aclient/prospect atthe park/gym, etcKnow any3 Client'sBusinessGoalsAssisted withRecord-Keeping(Library)ProvidedYear-roundSupportCollaboratedwith Client's/other CPAAskedco-worker forhelp whenstuckPassed onyour file tosomeoneelseInvited toTaxWorkshopsRecommendedFinancialAdvisorsClient forOver 5YearsProactiveTax Planningbefore theclient asksGuidedRetirementStrategiesClient forOver 2Years AttendedClient'sEvent  HelpDuringAudits AssistedwithEstatePlanningTaken onsomeoneelse's taxfilesProvidedTaxEducationMaterialsIncorporatedDigitalSolutionsfor workSharedTaxSavingTipsHosted /attendedtaxwebinarsReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesExplainedComplexTax TermsRun into aclient/prospect atthe park/gym, etcKnow any3 Client'sBusinessGoalsAssisted withRecord-Keeping(Library)ProvidedYear-roundSupportCollaboratedwith Client's/other CPAAskedco-worker forhelp whenstuckPassed onyour file tosomeoneelseInvited toTaxWorkshopsRecommendedFinancialAdvisors

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