The document provides tips for managing money as a professional, including communicating with clients, setting up a budget, evaluating profitability, writing a business plan, applying checks and balances, and saving money. It recommends setting limits with clients, tracking income and expenses, reviewing billing reports, including financial and management plans in a business plan, reconciling bank statements monthly, and offers several tools for time tracking, billing, storage, surveys, and email marketing to help save money.

1. Managing Your Money Presented by Beverly Michaelis Dee Crocker Professional Liability Fund

5. Getting the Money Up Front

6. Client’s Investment in Case

13. Getting Paid

14. Writing A Business Plan

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