Our People
Suzanne Lozano, CPA
Principal
CPAs & Advisors
Suzanne Lozano is a Principal in the Saginaw office. She leads the firm’s Outsourced Accounting Solutions team and is responsible for the daily operations of the Saginaw office’s Tax & Consulting group. She is a co-leader of the firm’s Health Care Services Group. She is also a founding member of Yeo & Yeo’s Career Advocacy team. Suzanne joined Yeo & Yeo in 1999.
Specializations
- More than 25 years of experience in business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
- Strategic planning
- Private industry experience
Professional Certifications and Education
- Certified Public Accountant (CPA)
- The Ohio State University – Bachelor of Science in Business Administration
Professional Membership
- Michigan Association of CPAs
- American Institute of CPAs
- Inforum – Great Lakes Bay Region and its Women in Finance Affinity Group – past leader
- Saginaw County Chamber of Commerce
Publications/Seminars
- Conducted seminars on Why You Need a CPA and Starting a Medical Practice
- Conducted webinars for The Michigan State Medical Society’s Physician Executive Development Program
- Conducted seminar How Health Care Reform Will Affect your Business
- Don’t Wait to Start Succession Planning
- C Corporation or Convert to an S Corporation – Is the Time Right?
- Article published in Michigan medical award-winning magazine of the Michigan State Medical Society
- Contributed to two articles on Women in the CPA World – Accounting Today & Organizational Excellence
- eBook – Outsourced Accounting and Small Business Services—Are They Right for Your Business or Organization?
Articles
Community Involvement
- Mid-Michigan Children’s Museum – Past Chair
- Leadership Saginaw Alumni Association
- Children’s Zoo of Celebration Square – Past Advisor
- Peace Lutheran School and Church Foundation Board – Past Treasurer
- Allen E. & Marie A. Nickless Memorial Foundation – Treasurer
- Wickson-Link Memorial Foundation – Treasurer
- Charles F. & Adeline L. Barth Charitable Foundation – Treasurer
- Saginaw County Chamber of Commerce – Past Board Member, Past Treasurer and Past Member of the Executive Committee
Awards
- Thomas J. Thompson Achievement Award – honoring one Yeo & Yeo employee each year who exemplifies Thompson’s positive attitude and notable service to the community and to the firm- 2004
- Michigan Association of Certified Public Accountants’ Women to Watch – Established Leader Award – 2015