Advisor Architect for Accountants

How Would You Like to Build the Practice You Always Wanted?

   Watch Promo

The Myth

You want to believe that once you have enough clients, you'll be able to really enjoy your business.

You'll have a less hectic work schedule with time to reap the benefits of your hard work.

The Conflict

More clients rarely means fewer problems. Admit it...you don't even want some of the clients you have. You make little profit from their business and the only referrals they give you are low quality.

But you're only one person. You've tried a few marketing systems that made big promised but didn't deliver the support or tools to grow your business with ideal clients. In the end, you were left feeling that you're the only who cares about your success.

The Solution

Stop growing your business $300 at a time. It takes a long time to get to $1 million in revenue with clients that pay just $300. Instead, discover a systematized approach to growing your business with the right clients.

Advisor Architect for Accountants is a structured accountability program with ongoing, personal support. It's proven systems drive profits from the clients you actually want to serve. Whether you're struggling to improve your existing practice or just starting out, Advisor Architect for Accountants can get you there.

A System of Systems


Advisor Architect for Accountants is our complete step-by-step system designed to take you by the hand (as in Step 1, Step 2, Step 3) and show you how to systemize your tax practice. No ambiguity or confusion. Literally step-by-step. Nothing is left out. This is not just a bunch of videos and web pages. You will receive one-on-one mentoring throughout the 12 month program.

As soon as you register, you will get IMMEDIATE access (via username and password) to the ENTIRE course. Including...

check-box A half day face to face meeting with Dan Cuprill & Lisa Wells

check-box Access to all the systems: Know Your Vision, Intentional Marketing, The Profit Motive, Robo Referrals, Automate This, and Passing the Torch

check-box Monthly one-on-one coaching calls

check-box Lifetime Membership (every time we make updates, improvements, or add new material, you get that hook up too)

check-box 24/7 Access (the entire course is digital and you can access the material from any device with an internet connection)

check-box Advisor Architect for Accountants members only podcast

check-box 60-Day Money Back Guarantee


Here's What You Get When You Join:

1. The Systems Manual - A detailed summary of each system

2. The Video Series - Step-by-step online instruction

3. Half-day face-to-face meeting with Dan Cuprill & Lisa Wells

4. Monthly one-on-one calls with Dan & Lisa

5. Monthly member only conference calls

6. The Advisor Architect for Accountants member only podcast

7. Lead Generation Kit with customizeable materials


"Systems create simplicity. Simplicity gives us the freedom we want."

The Systems

Below are just some of systems included in Advisor Architect for Accountants.

Know Your Vision

Understanding the growth strategy of your business goes far beyond knowing revenue and expenses. In this system, you will not only identify where you differ from your competitors, but how to exploit that difference for greater long term success. And if you don't think you're different, we'll fix that too.

Intentional Marketing

Every great marketing campaign has three elements: The Right Message. The Right Market. The Right Media. If you're simply doing what every other accountant is doing, then you deserve to be replaced by the Turbo Tax. Follow these basic rules and they will separate you from the crowd.

The Profit Motive

Stop setting goals for a number of clients! It doesn't matter. Who cares how many clients you have if you're making only $350 a year from many of them? It's your profit that matters, and it can be obtained in ways other than growth. The profit motive not only teaches how to maximize revenue per client, it also will provide you with a valuable new service you can offer them.

Robo Referrals

Admit it. You don't like asking for referrals. And chances are, your clients hate feeling pressured. Why not instead develop an automated system that consistently produces referrals in a low pressure manner that makes your clients want to provide them.

Automate This

In today's business world, steady growth in profit requires the effective and efficient use of technology. We're talking about email here. In this system, you will learn how to implementing automated systems that will market and communicate to new and existing clients 24/7.

Passing the Torch

We get it. You don't think you can or will ever sell your practice. You may be right...especially if don't have one that is systems based. In this program, we'll show how to not only maximize your business's value, but how to develop a succession plan that will give it to you.


As a member of Advisor Architect for Accountants, you'll also receive a special bonus:

Few things say credibility like having your own book. But actually writing one can be a gut wrenching experience. We take care of that for you. Choose from one of two books that you can make your own. You’re the author! A $1,997 value.

How About A Guarantee?

Advisor Architect for Accountants comes with a 60-day 100% money back guarantee. We pride ourselves on high quality programs that actually work…if you put the work in. Meaning, if you implement what we teach, you'll get results. If you don't, then you won't.

Shocking, right?!

If within 60 days, you are unhappy for any reason, just email our customer support team and you will receive a full refund. We stand behind Advisor Architect for Accountants 100%.

Meet Your Instructors

Dan Cuprill

Dan Cuprill, CFP, is a million dollar fee based advisor. His firm, Matson & Cuprill, works with over 200 families in 20 states.

Largely due to his utilization of systems, he's able to provide excellent service to his clients through just one (very well paid!) support person and an associate advisor.

Dan recently packaged those systems together to create The Advisor Architect. He's a family man who also enjoys hunting and fishing.


Lisa Wells, CPA, MBA is the VP of Marketing for TaxCoach, a subsidiary of Financial Gravity.

Lisa is a marketing expert specializing in strategic planning, advertising, and lead on-boarding systems.

After many years in product marketing for large companies, Lisa has brought her expertise to small businesses and is actively involved in mentoring tax practitioners during TaxCoach member call-ins.

She is a skilled marketer and mom who is passionate about helping others succeed.


Let's Talk

Advisor Architect for Accountants may not be right for you. But we can promise you this: learning about the Power of Systems will change the way you do business. Click the button below to schedule a 15 minute call with Dan & Lisa to learn more.

Frequently Asked Questions

Is this a self study program?
No! As a member of Advisor Architect for Accountants, you'll receive 12 monthly one on one training calls from its creators, Dan Cuprill & Lisa Wells. In addition, you'll participate in monthly conference calls, webinars, and an annual member meeting. You'll also have access to Dan and Lisa via email.
When does the course start and finish?
While Advisor Architect for Accountants is designed to be a 12 month program, you will always have full access to the system materials and member conference calls.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are not satisfied with your purchase, contact us in the first 60 days and we will give you a full refund.

Start Now!

Find out if Advisor Architect for Accountants is right for you. Click the button below to schedule a 15 minute call with Dan & Lisa to learn more.

Listen to What Tax Coach Software Creator Ed Lyon Has to Say About Advisor Architect for Accountants.

Get started now!