Collaboratedwith Client's/other CPAParticipatedin socialcommitteeactivitiesIncorporatedDigitalSolutionsfor workPassed onyour file tosomeoneelseKnow any3 Client'sBusinessGoalsExplainedComplexTax TermsSharedTaxSavingTipsClient forOver 2YearsRecommendedFinancialAdvisorsHosted /attendedtaxwebinars AttendedClient'sEvent Taken onsomeoneelse's taxfilesProvidedYear-roundSupportClient forOver 5YearsProvidedTaxEducationMaterialsRun into aclient/prospect atthe park/gym, etcReferralsGiven &ReceivedAssisted withRecord-Keeping(Library)ProactiveTax Planningbefore theclient asksGuidedRetirementStrategiesInvited toTaxWorkshopsAskedco-worker forhelp whenstuck HelpDuringAudits AssistedwithEstatePlanningCollaboratedwith Client's/other CPAParticipatedin socialcommitteeactivitiesIncorporatedDigitalSolutionsfor workPassed onyour file tosomeoneelseKnow any3 Client'sBusinessGoalsExplainedComplexTax TermsSharedTaxSavingTipsClient forOver 2YearsRecommendedFinancialAdvisorsHosted /attendedtaxwebinars AttendedClient'sEvent Taken onsomeoneelse's taxfilesProvidedYear-roundSupportClient forOver 5YearsProvidedTaxEducationMaterialsRun into aclient/prospect atthe park/gym, etcReferralsGiven &ReceivedAssisted withRecord-Keeping(Library)ProactiveTax Planningbefore theclient asksGuidedRetirementStrategiesInvited toTaxWorkshopsAskedco-worker forhelp whenstuck HelpDuringAudits AssistedwithEstatePlanning

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