Suzanne Lozano

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

• 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

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Professional Certifications and Education

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

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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

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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?

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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

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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