Askedco-worker forhelp whenstuckCollaboratedwith Client's/other CPARun into aclient/prospect atthe park/gym, etcClient forOver 2YearsHosted /attendedtaxwebinarsParticipatedin socialcommitteeactivitiesProactiveTax Planningbefore theclient asksPassed onyour file tosomeoneelseInvited toTaxWorkshopsProvidedYear-roundSupportTaken onsomeoneelse's taxfiles HelpDuringAudits IncorporatedDigitalSolutionsfor workAssisted withRecord-Keeping(Library)ExplainedComplexTax TermsAssistedwithEstatePlanningReferralsGiven &ReceivedGuidedRetirementStrategiesClient forOver 5YearsKnow any3 Client'sBusinessGoalsSharedTaxSavingTips AttendedClient'sEvent RecommendedFinancialAdvisorsProvidedTaxEducationMaterialsAskedco-worker forhelp whenstuckCollaboratedwith Client's/other CPARun into aclient/prospect atthe park/gym, etcClient forOver 2YearsHosted /attendedtaxwebinarsParticipatedin socialcommitteeactivitiesProactiveTax Planningbefore theclient asksPassed onyour file tosomeoneelseInvited toTaxWorkshopsProvidedYear-roundSupportTaken onsomeoneelse's taxfiles HelpDuringAudits IncorporatedDigitalSolutionsfor workAssisted withRecord-Keeping(Library)ExplainedComplexTax TermsAssistedwithEstatePlanningReferralsGiven &ReceivedGuidedRetirementStrategiesClient forOver 5YearsKnow any3 Client'sBusinessGoalsSharedTaxSavingTips AttendedClient'sEvent RecommendedFinancialAdvisorsProvidedTaxEducationMaterials

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