Our services

We support the production of audit documents for annual and internal audits serving as the point of contact.  Additionally, we manage grant applications and reporting compliant with 2 CFR 200.   Finally, our day to day operational support can ensure financial record keeping and compliance with GAAP and support your cash management, accounts payable, accounts receivable and payroll functions.  

EDM can improve and streamline your bank reconciliation processes. Our team is trained to review all transactions and ensure that accurate records are kept.  We strive to make sure that all financial records are up-to-date and properly maintained.  

Bank reconciliations are essential to internal controls and month-end close. 

 We can provide our proprietary financial planning and analysis support or utilize your financial system to develop a budget and present easy-to-understand budget comparisons during budget development as well as in reporting to the Board on a monthly basis.  Additionally, budget forecasts maintained by our firm are regularly updated and reviewed to national trends. 

We are uniquely positioned with access to key performance indicators to  support your analysis and projection.  

Long-term facilities master plans are essential to manage instructional, recreation, athletic and other school facilities without significant budget impact.  EDM can develop a strategy and assess critical needs through our prioritization models.  

We can provide assistance with managing daily cash flows, ensuring that all funds are properly allocated. Our team is experienced in the development of short-term and long-term investment strategies that maximize revenue potential. 

Through partnerships we can provide solutions to improve cash accountability and improve investment rate of returns. 

We know the business of education and can be short and long-term consultants to support your product and services.  Our experience with leading SaaS paired with our knowledge of best practices and services in the education space allows us to provide concise and timely information to support your needs.  

Our team is capable of offering assistance to set up educational foundations and ensuring their efficient operation.We can assist with the creation of legal documents and offer advice on fundraising strategies, tax compliance, and grant writing. 

As ESSER funding nears a conclusion,  schools can pay for strategic planning to evalute ESSER initiatives and align spending with strategic planning. 

We have been nationally recognized for our work supporting cost reductions aligned to goals, objectives and examining academic return on investments.  

We can provide a return on your investment with solutions to prepare your organization for the future with a three to five year financial roadmap which can be updated and adapted throughout your annnual budget proces.  

We provide detailed studies of facility and operational needs, taking into account financial constraints. Our team can review existing facilities and infrastructure while offering data-driven recommendations on the most cost-effective solutions. 

We can assist with the establishment of financial policies and procedures. Our team has experience in developing structures that are compliant with all applicable regulations while also providing long-term fiscal stability. 

We can assume the continuation of  benefits administration and other human resources functions including recruitment, negotiations data production, evaluation and production and update of procedure manuals.  

We provide comprehensive tax collection services, ensuring that school districts are able to maximize their revenue potential. Our team can assist with the filing of state and local taxes while providing guidance on compliance regulations.