Kate Matz, CPA, CVGA, CGMA

Partner

Kate Matz, CPA, CVGA, CGMA is a partner with William Vaughan who brings over 15 years of experience as a leader and mentor. Kate has extensive experience in analyzing organizational and operational efficiencies, strategic planning, resource optimization, M&A transactions and financing options. Kate strives to understand her clients’ needs from a hands-on perspective. As a result, her clients have come to rely on her practical business guidance and assistance in meeting their objectives.

Why did you join William Vaughan Company?

I was part of the 2018 merger between WVC and Davenport Hanf & Company (DHC). Serving as a business advisor continues to give me the perfect opportunity to combine my previous experiences in public and corporate accounting, and to be part of a young, growing firm.

What are you most passionate about in your work?

I am passionate about helping both my clients and my colleagues – making things easier and more simple for them.

What has been your most rewarding client experience?

I don’t really have a “most” or a “favorite” anything. I do enjoy working with entrepreneurs that are growing and building their businesses – their passion and excitement are infectious.

What makes William Vaughan Company different?

Flexibility. We realize that one size does not fit all – and we follow that approach with our clients as well as each other.

What do you enjoy doing outside of work?

I like being active – whether that is yoga, golf, lifting, bike riding, etc., working on house projects, and spending time with friends and family. I also enjoy exploring different cities and would like to find the time to do some more traveling.

What’s a fun fact few would know about you?

I can walk on my hands.

Involvement

  • Chartered Institute of Management Accountants (CIMA)
  • Ohio Society of Certified Public Accountants (OSCPA)
  • American Institute of Certified Public Accountants (AICPA)

Education

  • University of Toledo – Master of Science in Accountancy
  • University of Toledo – Business Administration in Accounting