Prep aFS thatisn't yoursShare a clientsuccess storyon arecurringteam callHelp PHteammemberFinish aFinancialby the 5thResolvea ClientissueAssist withprocessingfor yourclient*Finish afinancial bythe 5th ofthe monthTaggingsomeonein anemailCompleted aFinancialStatementwith noreview notesAssignemail inKarbonSchedule 1:1w/PA &requestspecificfeedbackDo afinancial thatisn't yours tohelpKnowledgeShare onTeam orPOD CallFull weekwith noneedededitsParticipate ina Softwaretraining for aclientKnowledgeShare with aTeamMember whoneeds helpScheduleMy WeekReceiveAppreciationor Feedbackfrom a clientHelpanInternCompleted aFinancialStatementwith noreview notesAssignWork inKarbonAttenda clientcallShow KathyWattssomethingaboutKarbonTakeNotes ona clientcallLearnsomethingnewAssist witha newclientonboardingAssist whensomeoneasks for helpin team chatSendJustin apotentialprospectAttend anin personclientmeetingPrep aFS thatisn't yoursShare a clientsuccess storyon arecurringteam callHelp PHteammemberFinish aFinancialby the 5thResolvea ClientissueAssist withprocessingfor yourclient*Finish afinancial bythe 5th ofthe monthTaggingsomeonein anemailCompleted aFinancialStatementwith noreview notesAssignemail inKarbonSchedule 1:1w/PA &requestspecificfeedbackDo afinancial thatisn't yours tohelpKnowledgeShare onTeam orPOD CallFull weekwith noneedededitsParticipate ina Softwaretraining for aclientKnowledgeShare with aTeamMember whoneeds helpScheduleMy WeekReceiveAppreciationor Feedbackfrom a clientHelpanInternCompleted aFinancialStatementwith noreview notesAssignWork inKarbonAttenda clientcallShow KathyWattssomethingaboutKarbonTakeNotes ona clientcallLearnsomethingnewAssist witha newclientonboardingAssist whensomeoneasks for helpin team chatSendJustin apotentialprospectAttend anin personclientmeeting

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