Completed aFinancialStatementwith noreview notesFinish afinancial bythe 5th ofthe monthTakeNotes ona clientcallAssist whensomeoneasks for helpin team chatAssignemail inKarbonFinish aFinancialby the 5thLearnsomethingnewScheduleMy WeekPrep aFS thatisn't yoursSendJustin apotentialprospectAttenda clientcallAssist witha newclientonboardingSchedule 1:1w/PA &requestspecificfeedbackCompleted aFinancialStatementwith noreview notesHelpanInternReceiveAppreciationor Feedbackfrom a clientKnowledgeShare with aTeamMember whoneeds helpAssignWork inKarbonHelp PHteammemberParticipate ina Softwaretraining for aclientAttend anin personclientmeetingAssist withprocessingfor yourclient*Taggingsomeonein anemailShow KathyWattssomethingaboutKarbonKnowledgeShare onTeam orPOD CallFull weekwith noneedededitsShare a clientsuccess storyon arecurringteam callResolvea ClientissueDo afinancial thatisn't yours tohelpCompleted aFinancialStatementwith noreview notesFinish afinancial bythe 5th ofthe monthTakeNotes ona clientcallAssist whensomeoneasks for helpin team chatAssignemail inKarbonFinish aFinancialby the 5thLearnsomethingnewScheduleMy WeekPrep aFS thatisn't yoursSendJustin apotentialprospectAttenda clientcallAssist witha newclientonboardingSchedule 1:1w/PA &requestspecificfeedbackCompleted aFinancialStatementwith noreview notesHelpanInternReceiveAppreciationor Feedbackfrom a clientKnowledgeShare with aTeamMember whoneeds helpAssignWork inKarbonHelp PHteammemberParticipate ina Softwaretraining for aclientAttend anin personclientmeetingAssist withprocessingfor yourclient*Taggingsomeonein anemailShow KathyWattssomethingaboutKarbonKnowledgeShare onTeam orPOD CallFull weekwith noneedededitsShare a clientsuccess storyon arecurringteam callResolvea ClientissueDo afinancial thatisn't yours tohelp

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