Equation Technologies

Specialties

Equation Technologies is a value-​added reseller of Sage 300 ERP (Accpac). Our services include Sage CRM support, Sage 300 ERP support, training, report writing, development, software selection, integrations and implementation services. All of our accounting software, CRM, inventory management, ERP, payroll and HR solutions are available in cloud and on-​premises. Equation offers an option for companies already using Sage 300 ERP (Accpac 100, ACCPAC 200 and ACCPAC 500) and are looking at the option of moving to the cloud to save resources and gain mobility.

Equation Technologies was selected by Accounting Technology as the Top VAR since 2004. Additionally, we are members of the Sage Leadership Academy and recipients of the 2014 Sage President’s Circle Award.

We make carefully crafted recommendations from among the industry’s best-​performing management software. We make sure that there is a good fit between Equation and your company. We are fully committed to helping you achieve your near-​term and long-​term business objectives. Our many loyal clients tell us that they have been very pleased with the results from our work. Your success is the measure of our achievement.

Contact Equation Technologies today for ERP implementation, support, customization, upgrades, integration or any help with your Sage 300 ERP (Accpac).

History

Established in 2001.

Erica Burles, President of Equation Technologies, founded the San Diego firm in January, 2001. She is a seasoned Certified Public Accountant (CPA) with deep domain experience accounting, review, and tax services… expertise acquired while working in accounting firms. As a Senior Sage Accpac Consultant, Erica worked with Equation Technologies Toronto, Canada, providing in-​depth needs analyses and scoping out customization requirements that resulted in constant business improvements for her clients.

Meet the Business Owner

Erica B.

Business Owner

Erica’s combined accounting and business expertise enables her to streamline a company’s processes while implementing new accounting, CRM, or ERP systems. She consistently leads her team to deliver implementations on time and on budget. Erica conducts rigorous needs analysis and discovery to determine if there is a proper fit between the client, company, and the software package being considered. She is relentlessly honest and open with clients about the possibilities and limitations of each package. She then develops the optimal project plan and design before handing off to the consulting team. Her clients say she is «patient to a fault» and is constantly listening and tuned into their needs. Erica, they say, «…has become the standard by which we measure all other consultants we work with.»

Education: Bachelor of Science in Accounting, Certified Public Accountant

Certifications: NetSuite, Sage 300 ERP, HR Office, Sage CRM