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

3. Our Topics: Communicating with Clients Setting Up a Budget Evaluating Profitability Writing a Business Plan Applying Checks & Balances Money Saving Tips

4. Communicating with Clients Getting the Money Up Front Client’s Investment in Case Setting Limits

5. Getting the Money Up Front

6. Client’s Investment in Case

7. Setting Limits Offer discounts Credit cards Interest

8. Setting Up A Budget Income v. expenses www.mint.com or www.wesabe.com Quicken Charging an appropriate hourly fee www.freelanceswitch.com/rates/ Review monthly

12. Evaluating Profitability Time Capture Billing Reports Areas of Law

13. Getting Paid

14. Writing A Business Plan

15. www.osbplf.org > ABA Products Use promotional code PAB8EOSB to save 15%

16. What Your Business Plan Should Include Cover Sheet Table of Contents Executive Summary Mission Statement Overview of Practice (description) In-Depth Financial Plan In-Depth Management Plan In-Depth Marketing Plan

17. Applying Checks and Balances Protect Yourself Bond employees Receive bank mail unopened Reconcile bank statements monthly Watch for Scams

18. Money Saving Tips www.freshbooks.com – time and billing www.bill4time – time and billing www.chrometa.com – time and billing www.dban.com – disk wiping www.pcdecrapifier – clean-up tool www.lastpass.com – password manager www.abanet.org/tech/ltrc - the ABA’s Legal Technology Resource Center

19. Money Saving Tips www.box.net – storage www.acrobat.com – storage, office apps, conferencing, PDF conversion www.surveymonkey.com – client surveys www.wufoo.com – client surveys www.mailchimp.com – e-mail marketing And more!

20. Summary Communicate with Clients Set Up a Budget Evaluate Profitability Write a Business Plan Apply Checks & Balances Save Money!

21. Thank You! Dee Crocker [email_address] Beverly Michaelis [email_address] PLF Web site www.osbplf.org 503-639-6911 or 800-452-1639