About WVC RubixCloud
WVC RubixCloud is a leading provider of outsourced accounting. Backed by the power of a leading-edge accounting firm, William Vaughan Company, WVC RubixCloud offers a full package of services beyond traditional accounting. Since 2014, WVC RubixCloud has been helping businesses gain a clear and accurate financial picture by streamlining the day-to-day accounting functions through hands-on expertise. By leveraging advanced technology, WVC RubixCloud manages everything from accounts payable to accounts receivable, and everything in between. With real-time data accessible anywhere, business owners can now make better business decisions without the headache of the typical accounting and finance operations.
Our Core Team
Kate Matz, CPA, CEPA, CVGA, CGMA
Director of Cloud Accounting Services
Kate Matz is the Director of WVC RubixCloud, an affiliate of William Vaughan Company that provides outsourced accounting services to a variety of industries. Kate brings over 15 years of experience analyzing, managing, and evaluating business solutions that contribute to the overall success of an organization.
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.
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Specific experience
- Collaborates with executive and management teams on financial reporting, operations, and budgeting to enhance efficiencies
- Evaluates clients’ internal control structures and develops recommendations to strengthen
- Analyzes and identifies current business procedures and develops initiatives for business process improvement
- Provides guidance and oversight to key players regarding best practices and design, build and implement processes and technology that better support the client’s business, methodology, and approach
- Manages the overall project plans which specifically includes communication to internal and external stakeholders, detailed project work plans, deliverables, milestones, and final results Executives and Key Players internally and externally.
- Effective at creating, implementing, and sustaining process change through integration of old and new, documentation, and communication of change to impacted teams
Involvement
- Chartered Institute of Management Accountants (CIMA)
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants (OSCPA)
Education
- University of Toledo (Toledo, Ohio)
Bachelor of Business Administration in Accounting
Master of Science in Accountancy
Kristin Metzger, CPA
Restaurant & Hospitality Practice Leader
Kristin Metzger, CPA serves as the Restaurant & Hospitality Practice Leader for WVC RubixCloud’s affiliate firm, William Vaughan Company. Leveraging her more than 15 years of experience working closely with restaurateurs and hoteliers, Kristin consults with clients on a variety of matters including minimizing tax liability and establishing financial reporting methods that will provide a clear picture of business expenses and assets. In addition, she listens to current and prospective clients to identify specific pain points and then works with the implementation team to design and apply specific workflows to meet those needs. Kristin is known for developing deep client relationships through frequent interaction and open communication.
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Specific experience
- Provides value-added recommendations to enhance financial clarity for business owners so they can ultimately make effective decisions
- Collaborates to achieve all-around best practices for driving efficient, high-quality results
- Works with hospitality professionals, hotel and lodging market clients including hotels, inns, B&Bs, cabins & other independent properties
- Experience working with restaurants of all sizes and ownership structures, including franchisors, franchisees, independent brands
Involvement
- Ohio Restaurant Association (ORA)
- Ohio Hotel & Lodging Association (OHLA)
- Ohio Society of Certified Public Accountants (OSCPA)
- American Institute of Certified Public Accountants (AICPA)
Education
- Ohio Northern University (Ada, Ohio)
Nicole Mendan, MBA
Director of Client Services
Nicole Menden has been the organization since its inception in 2014. She leads the operations team ensuring clients receive the highest level of quality and professionalism. Nicole’s past WVC RubixCloud role serving as an Account Manager has provided her with the advantage of knowing every process, every step of the way. She is highly skilled with employee relations and helping managers understand what needs to happen in order to increase performance. Nicole has a keen ability to listen to challenges and solve problems at all organizational levels. Building personal relationships with her employees and clients and being able to watch them grow and succeed is the most rewarding part of the job for Nicole.
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Specific experience
- Collaborates with clients to identify problem points and determine the most efficient solutions
- Provides internal and external training on systems, procedures, and best practices
- Directs team members in meeting client and company objectives
- Oversee client projects from start to finish
Involvement
- SAGE Intacct Implementations Specialist
- SAGE Intacct Accounting Specialist
- R365 Approved Implementer
- Ohio Restaurant Association (ORA)
- Ohio Hotel & Lodging Association (OHLA)
Education
- Lourdes University (Sylvania, Ohio)
Master of Business Administration
Bachelor of Arts in Accounting and Finance