Our People

Suzanne R. Lozano, CPA

Saginaw

Suzanne Lozano is a Principal in the Saginaw office and leads the firm's consulting service line. Suzanne is a member of the firm’s Health Care Services and Business Valuation and Litigation Support Services Groups. She is also a founding member of Yeo & Yeo's Career Advocacy team. She joined Yeo & Yeo in 1999.

Expertise

  • Consulting for small businesses, especially for management and tax issues, with an emphasis in the health care, retail, construction and professional services sectors
  • Business valuation services
  • Private industry experience

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Ohio State University, Bachelors in Accounting

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Women in Leadership - Great Lakes Bay Region 
  • National Association of Certified Valuators and Analysts, past member
  • MICPA Construction Task Force, past member

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
  • Article – Don’t Wait to Start Succession Planning – Fall 2010
  • Conducted seminar How Health Care Reform will Affect your Business –January 2011
  • Article – C Corporation or Convert to an S Corporation – Is the Time Right? – November 2011 
  • Article published in Michigan Medicine, the award-winning magazine of the Michigan State Medical Society – May 2012
  • Contributed to two articles on Women in the CPA World in Accounting Today and Organizational Excellence magazines

Community Involvement

  • Saginaw County Chamber of Commerce, Board of Directors & Treasurer
  • Allen E. & Marie A. Nickless Memorial Foundation, Treasurer
  • Wickson-Link Memorial Foundation, Treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation, Treasurer    
  • Leadership Saginaw Alumni Association
  • Mid-Michigan Children's Museum, Past Chairperson
  • Peace Lutheran Church and School Foundation, Past Treasurer

Awards

  • 2004 recipient of the firm's prestigious Thomas J. Thompson Achievement Award
  • 2015 recipient of the Michigan Association of Certified Public Accountants' Women to Watch – Established Leader Award