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Suzanne Lozano

Principal

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 member of the firm’s Healthcare Services Group. She is also a founding member of Yeo & Yeo’s Career Advocacy team. Suzanne joined Yeo & Yeo in 1999.

Specializations

  • Business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
  • Private industry experience
  • Strategic planning

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • The Ohio State University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Saginaw County Chamber of Commerce

Publications/Seminars

  • Article: Don’t Wait to Start Succession Planning
  • Article: C Corporation or Convert to an S Corporation – Is the Time Right?
  • Article: Published article in the award-winning magazine of the Michigan State Medical Society
  • Article: Contributor to articles on Women in the CPA World for Accounting Today and Organizational Excellence
  • eBook: Outsourced Accounting and Small Business Services—Are They Right for Your Business or Organization?
  • Presentation: Speaker for seminars on Why You Need a CPA and Starting a Medical Practice
  • Presentation: Speaker for the seminar How Health Care Reform Will Affect Your Business
  • Webinar: Presenter for webinars through the Michigan State Medical Society Physician Executive Development Program

Community Involvement

  • Allen E. & Marie A. Nickless Memorial Foundation, treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation, treasurer
  • Children’s Zoo of Celebration Square, past advisor
  • Leadership Saginaw Alumni Association
  • Mid-Michigan Children’s Museum, past chair
  • Peace Lutheran School and Church Foundation Board, past treasurer
  • Saginaw County Chamber of Commerce, past board member, past treasurer, and past member of the executive committee
  • Wickson-Link Memorial Foundation, treasurer

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

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