Do afinancial thatisn't yours tohelpLearnsomethingnewCompleted aFinancialStatementwith noreview notesAttend anin personclientmeetingShow KathyWattssomethingaboutKarbonCompleted aFinancialStatementwith noreview notesTaggingsomeonein anemailSendJustin apotentialprospectTakeNotes ona clientcallAssist witha newclientonboardingAssignWork inKarbonAssist withprocessingfor yourclient*Share a clientsuccess storyon arecurringteam callParticipate ina Softwaretraining for aclientFull weekwith noneedededitsAssist whensomeoneasks for helpin team chatAssignemail inKarbonSchedule 1:1w/PA &requestspecificfeedbackHelpanInternPrep aFS thatisn't yoursResolvea ClientissueAttenda clientcallHelp PHteammemberKnowledgeShare onTeam orPOD CallFinish afinancial bythe 5th ofthe monthReceiveAppreciationor Feedbackfrom a clientScheduleMy WeekFinish aFinancialby the 5thKnowledgeShare with aTeamMember whoneeds helpDo afinancial thatisn't yours tohelpLearnsomethingnewCompleted aFinancialStatementwith noreview notesAttend anin personclientmeetingShow KathyWattssomethingaboutKarbonCompleted aFinancialStatementwith noreview notesTaggingsomeonein anemailSendJustin apotentialprospectTakeNotes ona clientcallAssist witha newclientonboardingAssignWork inKarbonAssist withprocessingfor yourclient*Share a clientsuccess storyon arecurringteam callParticipate ina Softwaretraining for aclientFull weekwith noneedededitsAssist whensomeoneasks for helpin team chatAssignemail inKarbonSchedule 1:1w/PA &requestspecificfeedbackHelpanInternPrep aFS thatisn't yoursResolvea ClientissueAttenda clientcallHelp PHteammemberKnowledgeShare onTeam orPOD CallFinish afinancial bythe 5th ofthe monthReceiveAppreciationor Feedbackfrom a clientScheduleMy WeekFinish aFinancialby the 5thKnowledgeShare with aTeamMember whoneeds help

HORNE - PMM-FS - 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. Do a financial that isn't yours to help
  2. Learn something new
  3. Completed a Financial Statement with no review notes
  4. Attend an in person client meeting
  5. Show Kathy Watts something about Karbon
  6. Completed a Financial Statement with no review notes
  7. Tagging someone in an email
  8. Send Justin a potential prospect
  9. Take Notes on a client call
  10. Assist with a new client onboarding
  11. Assign Work in Karbon
  12. Assist with processing for your client*
  13. Share a client success story on a recurring team call
  14. Participate in a Software training for a client
  15. Full week with no needed edits
  16. Assist when someone asks for help in team chat
  17. Assign email in Karbon
  18. Schedule 1:1 w/PA & request specific feedback
  19. Help an Intern
  20. Prep a FS that isn't yours
  21. Resolve a Client issue
  22. Attend a client call
  23. Help PH team member
  24. Knowledge Share on Team or POD Call
  25. Finish a financial by the 5th of the month
  26. Receive Appreciation or Feedback from a client
  27. Schedule My Week
  28. Finish a Financial by the 5th
  29. Knowledge Share with a Team Member who needs help