Colin G. Funk

Providing CFO services and Business Transition Services in Northern California


About Colin

Colin G. Funk

Modesto, CA CFO

31 Years of Experience

Direct Contact

office (209) 612-7102


University of Akron, Ohio

Certificates & Licenses:

BS Accounting '85, CPA '88, CGMA '12


Ohio Society of CPA's

American Institute of CPA's

Chartered Global Management Accountants

Contact Colin Funk and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™

Colin’s Bio

Colin is a well-rounded, accomplished, seasoned business executive & CPA. He has extensive experience in private and public accounting, finance, budgeting, taxes, technology, manufacturing, sales & marketing, employee benefits, capital acquisition and contract negotiations. Having worked in public & private organizations from $5M to $30B in revenue, Colin has developed the skills necessary to lead organizations to success. He now employs his skills to assist other dynamic organizations in achieving success by helping the business leadership set goals and create a clear plan for execution.

Colin approaches each client with the highest morals and ethics and has regularly exceeded expectations. Colin is a continuous improvement thinker who challenges the norm to pursue excellence. Colin specializes in financial, operational and technology reviews that drive improved performance, increased efficiencies and greater profitability.

Colin especially likes to employ business analytics across an organization to close the gap between data and profits. Colin started his professional career in 1986 and has held key positions in public accounting, corporate accounting and finance, operations, sales and marketing, and technology. Experience in agro-chemical manufacturing and distribution, plastic manufacturing, chemical manufacturing and the wine industry from field to bottle are just a few of his industry experiences.

Colin can assist businesses in the following areas:

  • Exit strategies
  • Succession planning
  • Product line profitability / margin analysis
  • Cash flow management
  • Budgeting and forecasting
  • Expansion strategy
  • Bank financing
  • Business analytics, models and KPI's
  • Timely financial reporting
  • Software assessments to include ERP and WMS selection
  • Technology reviews to include hardware, disaster recovery, SAAS services and security
  • Operational reviews to include throughput, cycle time and bottleneck assessments
  • Train accounting and finance staff to achieve excellence
  • Mergers and acquisitions strategy

Colin graduated with honors from the University of Akron, Ohio with a Bachelors degree in Accounting in 1985 then passed the Ohio CPA exam in 1988. Colin has continued his training by attaining a CGMA (Chartered Global Management Accountant) designation demonstrating his proficiency in management accounting.

Colin resides in Modesto, CA with his 2 school age daughters who manage to keep his social calendar active in their pursuit of fun. Colin also enjoys golfing, camping, wine tasting and attending church.

Contact Colin (209) 612-7102


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Recent Articles

Mar 6Colin Funk

FAITH…Do you need it to be successful in business these days?

Mar 6Colin Funk

Webster defines FAITH as to have “complete trust or confidence in someone or something”. I received an urgent phone call recently from a business owner that was panicking over not getting his business line of credit renewed.  He was upset that for 100 years his family business had banked with this certain bank and now was at risk of not getting the line of credit renewed for the upcoming production season.  We spoke for a good while about what the

Oct 19Colin Funk

Business Ethics – HONESTY…Does it still exist?

Oct 19Colin Funk

Business Ethics – Relative Honesty Webster’s dictionary defines honesty as…2 a: FAIRNESS and straightforwardness of CONDUCT, b: adherence to the FACTS : sincerity As I pondered this definition it struck me that today a lot of people include another word into the definition of honesty…RELATIVE…relative honesty…honesty that can change depending on the circumstances.  This is an oxymoron isn’t it?  Honesty is pretty clear cut…it is the unequivocal truth about a set of facts…it is fairness, proper conduct (even when no

Oct 12Colin Funk

Are There Skeletons In Your Closet

Oct 12Colin Funk

I recently came across an article written by Heidi Bolger, CPA/ABV that was published in the AICPA CPA Insider September 17, 2012 that discusses actions business owners should take PRIOR to beginning an exit process. These constructive ideas should be part of any exit strategy and done well in advance of a business sale. The B2B CFO® GamePlan™ process covers these very activites…and the starting point is a complimnetary Discovery Analysis™

Oct 5Colin Funk

The Coming Small Business Exodus

Oct 5Colin Funk

You’ve heard the statistics. Somewhere between 8 and 10 million small U.S. businesses owned by baby-boomers will come to market over the next ten to fifteen years. That sounds like a buyer’s market to me. That is why it is also predicted that less than 20% of these companies are expected to have a successful exit. So how will you be the one in five to exit successfully? How will you stand out among the crowd? The best place to

Sep 28Colin Funk

Need More Cash?

Sep 28Colin Funk

Understanding your “Cash To Cash” cycle A business owner, or someone who works with business owners’ cash, has a constant and unrelenting problem. Do you sometimes wonder where your cash went? There are several “tricks of the trade” that well managed companies utilize to maximize their cash flow. These cash policies can be used by any business, large or small. Here are a few of them that will help you keep cash in your checking account. Do you know what

Sep 21Colin Funk

How To Get Cash WITHOUT Going To The Bank

Sep 21Colin Funk

Managing Accounts Receivables Every business needs cash in order to be successful. When times are good, cash (along with many other important metrics) can be forgotten and overlooked. When times are bad, the individual entrepreneur, small business as well as Fortune 100 Companies (yes, even the auto industry) are in critical need of it. The first thought of small and emerging businesses is to rush to their bank and utilize existing lines of credit or request increases. Unfortunately, this is

Sep 7Colin Funk

Morgan Stanley Smith Barney Announces Alliance With B2B CFO

Sep 7Colin Funk   September 7, 2010 Morgan Stanley Smith Barney (MSSB), a joint venture by Morgan Stanley and Citigroup, has partnered with Phoenix-based B2B CFO to meet both the corporate and personal wealth management needs of privately held businesses and their owners. The alliance, which will be executed through MSSB’s Professional Alliance Group, paves a way for B2B CFO to refer clients to MSSB, which offers chief financial officer services to companies across the country. Under this relationship, clients referred

Sep 6Colin Funk

COMMITMENT…Why is it important?

Sep 6Colin Funk

Webster’s dictionary defines commitment as…2 a: an AGREEMENTor PLEDGE to do something in the future. I lay awake at night sometimes asking “was I a good father today” to my 2 daughters…ever feel that way or been up late thinking about such things?  I am guessing “yes”.  I have come to the realization that the best way to “know” I have been a good father is to demonstrate regularly the virtues I want my girls to follow.  One way is

Aug 24Colin Funk

INTEGRITY…What is it good for

Aug 24Colin Funk

I have finally succumbed to the fact that blogging is here to stay.  We are all so inundated with social media “noise” that I have resisted blogging as it represents yet another source.  But then as I contemplated it more blogging could provide me a way to express how I felt about certain ideas, principles and notions to an audience in an unthreatening way…so here I go with my first blog. Integitry…what is it good for (anyone that can tell