Completed aFinancialStatementwith noreview notesKnowledgeShare onTeam orPOD CallReceiveAppreciationor Feedbackfrom a clientPrep aFS thatisn't yoursKnowledgeShare with aTeamMember whoneeds helpShare a clientsuccess storyon arecurringteam callAssist witha newclientonboardingScheduleMy WeekTakeNotes ona clientcallParticipate ina Softwaretraining for aclientResolvea ClientissueFinish afinancial bythe 5th ofthe monthFinish aFinancialby the 5thShow KathyWattssomethingaboutKarbonHelpanInternAssignWork inKarbonLearnsomethingnewHelp PHteammemberDo afinancial thatisn't yours tohelpSendJustin apotentialprospectAssignemail inKarbonAssist whensomeoneasks for helpin team chatSchedule 1:1w/PA &requestspecificfeedbackAssist withprocessingfor yourclient*Attenda clientcallTaggingsomeonein anemailFull weekwith noneedededitsAttend anin personclientmeetingCompleted aFinancialStatementwith noreview notesCompleted aFinancialStatementwith noreview notesKnowledgeShare onTeam orPOD CallReceiveAppreciationor Feedbackfrom a clientPrep aFS thatisn't yoursKnowledgeShare with aTeamMember whoneeds helpShare a clientsuccess storyon arecurringteam callAssist witha newclientonboardingScheduleMy WeekTakeNotes ona clientcallParticipate ina Softwaretraining for aclientResolvea ClientissueFinish afinancial bythe 5th ofthe monthFinish aFinancialby the 5thShow KathyWattssomethingaboutKarbonHelpanInternAssignWork inKarbonLearnsomethingnewHelp PHteammemberDo afinancial thatisn't yours tohelpSendJustin apotentialprospectAssignemail inKarbonAssist whensomeoneasks for helpin team chatSchedule 1:1w/PA &requestspecificfeedbackAssist withprocessingfor yourclient*Attenda clientcallTaggingsomeonein anemailFull weekwith noneedededitsAttend anin personclientmeetingCompleted aFinancialStatementwith noreview notes

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