The Equation Management Team

Our Hands-on, Management Team Leads with Decades of Experience

Erica Burles Headshot 2024

Erica Burles, President

Clients say Erica is the standard by which they measure all consultants... 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. 

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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."

The National Association of Professional Women (NAPW) honors Erica Burles as a 2016-2017 inductee into its VIP Woman of the Year Circle. She is recognized with this prestigious distinction for leadership in business and consulting services. Erica is also an active contributor on Huffington Post and has featured as a guest speaker on Sage Advice Podcast.

Education: Bachelor of Science in Accounting, Certified Public Accountant

Certifications: NetSuite, Sage 300, HR Office, Project and Job Costing and Sage CRM.


Darby Schafer, Vice President of Client Services

Darby brings the spirit of 'Anything is Possible' to each client project... Darby Schafer built his extensive accounting software and top-notch accounting practices expertise in both large and small firms. He worked as an accountant and as an auditor for large corporations, major government contractors, and also owned his own small businesses. Darby has a first-rate understanding of the challenges of both owners and managers, gained during his experience solving the problems of high transaction volumes, meeting stringent auditing requirements and developing accounting solutions for businesses of all sizes.

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Darby joined Equation in 2001 as a Partner and brings his accomplished, straightforward problem-solving approach to each implementation, custom development, and business analysis project.

Darby approaches every client's business (and unique set of accounting requirements) as if it were his own business. Equation clients appreciate Darby's high-energy and spirit of 'Anything is Possible,' which he brings to all projects and implementations.

Education: Bachelors in Financial Management, Masters in Business Administration;

Certifications: Sage 300, Sage CRM, Sage HRMS and MISys Manufacturing.


"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!"

Erica Burles, President  Equation Technologies, Inc.