Partner & Client Accounting Services Leader
Kate Matz, CPA, CEPA, 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.
- Chartered Institute of Management Accountants (CIMA)
- Ohio Society of Certified Public Accountants (OSCPA)
- American Institute of Certified Public Accountants (AICPA)
- University of Toledo – Master of Science in Accountancy
- University of Toledo – Business Administration in Accounting