Do afinancial thatisn't yours tohelpParticipate ina Softwaretraining for aclientLearnsomethingnewHelp PHteammemberSchedule 1:1w/PA &requestspecificfeedbackAssist witha newclientonboardingResolvea ClientissueSendJustin apotentialprospectReceiveAppreciationor Feedbackfrom a clientFinish afinancial bythe 5th ofthe monthKnowledgeShare with aTeamMember whoneeds helpAssignWork inKarbonTakeNotes ona clientcallShare a clientsuccess storyon arecurringteam callTaggingsomeonein anemailAssist whensomeoneasks for helpin team chatHelpanInternFull weekwith noneedededitsFinish aFinancialby the 5thAttend anin personclientmeetingPrep aFS thatisn't yoursScheduleMy WeekShow KathyWattssomethingaboutKarbonAttenda clientcallAssignemail inKarbonCompleted aFinancialStatementwith noreview notesKnowledgeShare onTeam orPOD CallAssist withprocessingfor yourclient*Completed aFinancialStatementwith noreview notesDo afinancial thatisn't yours tohelpParticipate ina Softwaretraining for aclientLearnsomethingnewHelp PHteammemberSchedule 1:1w/PA &requestspecificfeedbackAssist witha newclientonboardingResolvea ClientissueSendJustin apotentialprospectReceiveAppreciationor Feedbackfrom a clientFinish afinancial bythe 5th ofthe monthKnowledgeShare with aTeamMember whoneeds helpAssignWork inKarbonTakeNotes ona clientcallShare a clientsuccess storyon arecurringteam callTaggingsomeonein anemailAssist whensomeoneasks for helpin team chatHelpanInternFull weekwith noneedededitsFinish aFinancialby the 5thAttend anin personclientmeetingPrep aFS thatisn't yoursScheduleMy WeekShow KathyWattssomethingaboutKarbonAttenda clientcallAssignemail inKarbonCompleted aFinancialStatementwith noreview notesKnowledgeShare onTeam orPOD CallAssist withprocessingfor yourclient*Completed 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. Do a financial that isn't yours to help
  2. Participate in a Software training for a client
  3. Learn something new
  4. Help PH team member
  5. Schedule 1:1 w/PA & request specific feedback
  6. Assist with a new client onboarding
  7. Resolve a Client issue
  8. Send Justin a potential prospect
  9. Receive Appreciation or Feedback from a client
  10. Finish a financial by the 5th of the month
  11. Knowledge Share with a Team Member who needs help
  12. Assign Work in Karbon
  13. Take Notes on a client call
  14. Share a client success story on a recurring team call
  15. Tagging someone in an email
  16. Assist when someone asks for help in team chat
  17. Help an Intern
  18. Full week with no needed edits
  19. Finish a Financial by the 5th
  20. Attend an in person client meeting
  21. Prep a FS that isn't yours
  22. Schedule My Week
  23. Show Kathy Watts something about Karbon
  24. Attend a client call
  25. Assign email in Karbon
  26. Completed a Financial Statement with no review notes
  27. Knowledge Share on Team or POD Call
  28. Assist with processing for your client*
  29. Completed a Financial Statement with no review notes