Resolvea ClientissueKnowledgeShare onTeam orPOD CallAttenda clientcallTaggingsomeonein anemailDo afinancial thatisn't yours tohelpFull weekwith noneedededitsCompleted aFinancialStatementwith noreview notesScheduleMy WeekLearnsomethingnewAssignWork inKarbonCompleted aFinancialStatementwith noreview notesHelpanInternShow KathyWattssomethingaboutKarbonAssist withprocessingfor yourclient*ReceiveAppreciationor Feedbackfrom a clientAssist whensomeoneasks for helpin team chatFinish aFinancialby the 5thSendJustin apotentialprospectShare a clientsuccess storyon arecurringteam callTakeNotes ona clientcallPrep aFS thatisn't yoursParticipate ina Softwaretraining for aclientKnowledgeShare with aTeamMember whoneeds helpHelp PHteammemberAttend anin personclientmeetingFinish afinancial bythe 5th ofthe monthAssist witha newclientonboardingAssignemail inKarbonSchedule 1:1w/PA &requestspecificfeedbackResolvea ClientissueKnowledgeShare onTeam orPOD CallAttenda clientcallTaggingsomeonein anemailDo afinancial thatisn't yours tohelpFull weekwith noneedededitsCompleted aFinancialStatementwith noreview notesScheduleMy WeekLearnsomethingnewAssignWork inKarbonCompleted aFinancialStatementwith noreview notesHelpanInternShow KathyWattssomethingaboutKarbonAssist withprocessingfor yourclient*ReceiveAppreciationor Feedbackfrom a clientAssist whensomeoneasks for helpin team chatFinish aFinancialby the 5thSendJustin apotentialprospectShare a clientsuccess storyon arecurringteam callTakeNotes ona clientcallPrep aFS thatisn't yoursParticipate ina Softwaretraining for aclientKnowledgeShare with aTeamMember whoneeds helpHelp PHteammemberAttend anin personclientmeetingFinish afinancial bythe 5th ofthe monthAssist witha newclientonboardingAssignemail inKarbonSchedule 1:1w/PA &requestspecificfeedback

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