HelpDuringAudits Hosted /attendedtaxwebinarsTaken onsomeoneelse's taxfilesProactiveTax Planningbefore theclient asksAssistedwithEstatePlanningProvidedTaxEducationMaterialsClient forOver 2Years AttendedClient'sEvent GuidedRetirementStrategiesCollaboratedwith Client's/other CPARun into aclient/prospect atthe park/gym, etcReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesExplainedComplexTax TermsPassed onyour file tosomeoneelseIncorporatedDigitalSolutionsfor workKnow any3 Client'sBusinessGoalsAssisted withRecord-Keeping(Library)SharedTaxSavingTipsProvidedYear-roundSupportRecommendedFinancialAdvisorsClient forOver 5YearsAskedco-worker forhelp whenstuckInvited toTaxWorkshops HelpDuringAudits Hosted /attendedtaxwebinarsTaken onsomeoneelse's taxfilesProactiveTax Planningbefore theclient asksAssistedwithEstatePlanningProvidedTaxEducationMaterialsClient forOver 2Years AttendedClient'sEvent GuidedRetirementStrategiesCollaboratedwith Client's/other CPARun into aclient/prospect atthe park/gym, etcReferralsGiven &ReceivedParticipatedin socialcommitteeactivitiesExplainedComplexTax TermsPassed onyour file tosomeoneelseIncorporatedDigitalSolutionsfor workKnow any3 Client'sBusinessGoalsAssisted withRecord-Keeping(Library)SharedTaxSavingTipsProvidedYear-roundSupportRecommendedFinancialAdvisorsClient forOver 5YearsAskedco-worker forhelp whenstuckInvited toTaxWorkshops

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