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Suzanne Lozano, CPA

CPAs & Business Consultants

Suzanne Lozano is a Principal in the Saginaw office and leads the firm’s Consulting Service Line. She is a member 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.

Expertise

    • 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
    • MICPA Construction Task Force
    • 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 – January 2011

     

    Articles

Community Involvement

    • Mid-Michigan Children’s Museum – Past Chair
    • Saginaw County Board of Directors – Treasurer
    • 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 – Trustee
    • Wickson-Link Memorial Foundation – Treasurer
    • Charles F. & Adeline L. Barth Charitable 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