Kate Matz

, CEPA, CGMA, CPA, CVGA
Principal, Director of Client Advisory Services

Kate is a Principal and Director of Client Advisory Services at Rea, bringing over two decades of experience since starting her career in 2003. Kate, a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Exit Planning Advisor (CEPA), and Certified Value Growth Advisor (CVGA), provides specialized client advisory services with a focus on restaurants and professional services firms. She holds both a BBA and MSA from The University of Toledo, where she also serves as an Adjunct Professor. Kate’s extensive board service and proactive approach to client needs showcase her commitment to both community and professional excellence. Based in Avon, Kate enjoys working around her house and yard during weekends.

What do clients enjoy about working with you?

Clients value my proactive approach in understanding their business and anticipating their needs, and my ability to help them identify solutions.

What is your favorite line from the Rea Way and why?

“Have fun. Enjoy the journey…” Life is a journey and there are so many opportunities to make it fun and enjoyable along the way.

Professional Memberships

  • AICPA
  • OSCPA

Education + Credentials

  • Bachelors of Business Administration from The University of Toledo
  • Masters of Science in Accountancy from The University of Toledo

Areas of Expertise

  • Client Advisory Services
  • Restaurants
  • Professional Services

Notable Achievements

  • Adjunct Professor at The University of Toledo – Financial Statement Analysis and Business Valuation
  • Serve or served on a number of boards such as for a middle-market manufacturing company, an independent living facility, Junior Achievement of Northwest Ohio, The University of Toledo Alumni Association, Spark (affinity group the Greater Toledo Community Foundation), Belmont Country Club, Great Lakes Collaborative for Austism, and Rescue, Inc.

Personal Insights

Weekend Hobby: Working around the house / yard
Interesting Fact: I can do a back flip!

I work hard to understand my clients’ issues and develop solutions to improve their financial processes and visibility, enabling better decision-making.

Year Started with Rea

2022
Avon
Kate works in