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School Finance Consulting

School Finance Consulting

Financial Support for School Districts

At EDX Consulting, we are committed to helping school districts navigate financial challenges with clarity and confidence. Led by Dr. Jim Cummins, EdD, CPA—a seasoned educator and finance professional with over 30 years of school finance experience—our mission is to support school boards and administrators in maintaining compliance and maximizing student outcomes through sound financial leadership.

Inquire About An Annual Support Contract 

Annual Financial and Leadership Support

We offer annual consulting agreements designed to deliver:

  • Monthly financial reporting

  • Tax rate setting

  • Budget revisions and development

  • Ongoing, on-demand financial guidance

This full-support, retainer-based model serves as both a leadership development tool and a financial safety net, providing steady support throughout the year.

Superintendent Finance and Leadership Collaborative

Want to strengthen your financial leadership while learning alongside a small, trusted cohort of fellow superintendents?

EDX Consulting is partnering with sister company LiftED to offer the Superintendent Finance & Leadership Collaborative — a practical, discussion-based experience designed to strengthen financial knowledge, leadership capacity, and professional connections.

Each cohort is limited to eight superintendents, creating an environment where participants can ask real questions, learn from one another, and work through the financial and leadership challenges they are facing in their districts.

The Collaborative includes ten monthly, two-hour online sessions, with each session intentionally structured around:

  • 60 minutes of training and coaching — practical school finance and leadership topics

  • 45 minutes of collaboration and execution — applying the learning to real district situations and decisions

  • 15 minutes of cohort support — helping one member think through a current leadership challenge

Topics will include budgeting and financial clarity, multi-year forecasting, cash flow and sustainability, staffing and resource decisions, audit and compliance readiness, board communication, and other timely issues identified by cohort members.

Program Investment: $3,000

Finance may be the entry point, but the larger goal is to help superintendents become more confident, informed, and sustainable leaders.

Learn more about the Collaborative

School Finance Consulting & Team Training

Empower your team with customized financial training.
Dr. Cummins works directly with school districts to:

  • Strengthen budgeting skills

  • Improve resource allocation

  • Ensure compliance with school finance laws

Training sessions are tailored to your district’s unique needs and goals.

Inquire About School Budget Training

Ask A Financial Management Question

Have a specific question or challenge?
We offer remote consulting on a flexible, time-based fee. Dr. Cummins will review your situation and provide expert advice—helping you move forward with clarity and confidence.

Inquire here