Kate Matz | Client Advisory Services Principal | Rea CPA

Kate Matz

Principal, Director of Client Advisory Services
Avon, OH
Resident of Vermilion, OH
Rea Team Member Since 2022
  • At Rea, Kate leads the Client Advisory Services vertical, which provides outsourced accounting services to small and middle-market businesses. Her day-to-day work involves developing and executing her team’s strategy, coaching and growing the team, and ensuring high quality service to our clients.

Topics or areas of expertise that Kate can talk about (even in her sleep):

Outsourced accounting, controller, and CFO services

Financial planning & analysis

Financial reporting

Key Performance Indicator identification and dashboard development

Value growth services

How we know he knows what she's doing:

Kate majored in accounting at The University of Toledo where she earned both her Bachelor's degree of Business Administration as well as her Master's of Science in Accountancy.

Prior to joining Rea, Kate started her career as an auditor with EY and then moved on to a variety of financial leadership roles with Owens Corning before returning to public accounting. She has worked with businesses of all sizes, including start-ups to Fortune 500 companies. She has a broad range of experience including budgeting and forecasting, financial planning & analysis, technical accounting, and financial leadership.

Additionally, Kate finds joy in training others and has previously taught a master’s level class on financial statement analysis and business valuation at The University of Toledo.

Furthering her professional development, Kate is involved with:




When she's not in the office, you can find her:


Tending to her garden

Working on house projects

Working out

Kate is involved in her community:

The University of Toledo Alumni Association Board of Trustees – Treasurer, Executive Committee member, and Board of Trustees member

Junior Achievement of Northwest Ohio – Board member, Co-Leader of Nominating and Governing Committee

Inside The Mind Of...

Why do you choose to work at Rea? I love the culture at Rea. The firm is full of intelligent team members who value client service, working together as a team, and being well-rounded individuals with a life outside of work.

What line of The Rea Way describes you the best? The line that is really speaking to me lately is “Have fun. Enjoy the journey…” Life is a journey and there are so many opportunities to make it fun and enjoyable along the way.

Just For Fun:

What did 10-year-old you want to be when you grew up? Gymnastics coach and choreographer

What makes you get out of bed every day? My cats screaming for their breakfast

What was your first job? Babysitting my younger sisters – it did not go well

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