Get in touch

(215) 460-5652

mlentz@alumni.upenn.edu

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The heart of your business & operations functions

A financial and operations consulting firm offering outsourced financial services for education, specialized entities, and municipalities

EDM is the perfect partner for schools, special entities (real estate, utilities, investments, career & technical institutes) and municipalities looking to improve their financial operations. Our goal is to ensure compliance with Generally accepted accounting principles.  With over two decades of experience in government, education and special districts, EDM is uniquely equipped to provide tailored solutions that address the needs of each individual institution. Our expertise in financial operations aligned to national best practices allows our team to bring a level of consistency and reliability to key financial processes including budget development, audit preparation, financial management, financial planning and analysis, investments, procurement, grants 2 CFR 200 and state and federal reporting. Through our specialized services, EDM can improve efficiency and reduce costs while still delivering quality financial operations solutions aligned to local needs.

Brain of Experience

Experience

Take advantage of more than 20 years of experience in government, education, and special entities. Our founder has a financial background and also served as a superintendent of a K-12 school and on the Executive Board of the Government Financial Officers Association providing unique insight into the needs of educational entities, municipalities and special districts. Moreover, EDM’s financial planning and analysis expertly analyzes each institution's individual needs to provide tailored solutions that meet their specific requirements. This ensures that their available resources are used in the most efficient way possible, cutting down on costs while still providing top-notch services. 

Business Building

Flexibility

We provide customized services that keep up with the latest trends and technology while prioritizing excellence and best practices. Our goal is to make you feel comfortable and supported throughout your entire journey with EDM. With our expertise and commitment to quality, we aim to help educational institutions, special districts and municipalities succeed in today's rapidly evolving industry by staying nimble.

Arrow hitting a target

Resources

Our extensive network of connections with influential policy makers and decision-makers can help you stay up to date on the latest trends and ensure you are taking full advantage of state and national funding. With EDM, you are granted access to resources that would otherwise be unobtainable for smaller schools, special districts and municipalities. This helps to create a competitive edge and allows you to focus on delivering core services to consituents.

Contact us today to learn more about how EDM's specialized financial operations and consulting services can benefit your educational institution or municipality.

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