Build an Advisory Firm That Doesn't

Depend on You

BUILD

your advisory team

BECOME

scalable

CLAIM

your freedom

Advisory Doesn't Fail Because Firms Can't Deliver It

It Fails Because It Depends on the Business Owner

Between us we've spent decades building, growing and leading

accounting, bookkeeping & advisory practices.

Tim spent 4 years leading a successful advisory membership

Deb was a member of the advisory membership & that's how we met.

Throughout our careers we kept seeing the same story.

Practice owners became excellent advisors.

Clients loved working with them.

Revenue increased.

Relationships became stronger.

But the more successful advisory became, the more everything depended on one person.

The owner - The bottleneck.

Advisory meetings could only happen when they had capacity.

Important client conversations waited for their diary.

Growth created more pressure instead of more freedom.

It wasn't an advisory problem.

It was an owner dependency problem.

Yet almost every advisory programme focused on

developing individual advisors rather than building advisory teams.

So we created APX

Everything we do is designed to help firms build advisory capability across the business so clients receive outstanding support without everything relying on one individual.

If any of these sound familiar, you're not alone

  • Advisory meetings happen only when you have time

  • Clients still ask to speak to you

  • Your team lacks the confidence to lead commercial conversations

  • You know advisory creates value, but compliance always takes priority

  • Growth is making you busier instead of giving you more freedom

  • You're worried your business still can't operate without you.

These aren't advisory problems

They're symptoms of owner dependency

The good news is they're all solvable

Are you ready for an Advisory Team?

You know advisory shouldn't depend entirely on you.

But is your firm actually ready to build advisory capability across your team?

Take our free Advisory Team Readiness Assessment to discover where you are now, what's already working, and where the gaps may be....

The Advisory Teams Mentorship brings together everything needed to develop advisory across your practice.

How We Help

Everything inside APX is designed around one objective

Building advisory firms that don't rely on one person.

The Advisory Teams Mentorship brings together everything needed to develop advisory across your practice.

Everything You Need In One Place

This isn't just a membership ... it's a mentorship

Advisory Teams

Mentorship

One Programme. Everything Included.

Build Your Advisory Team.

The Advisory Teams Mentorship brings together structured learning, practical implementation, leadership development, client resources, Live workshops, AI coaching and ongoing support in one complete system.

Everything you need to build advisory capability across your practice, develop confident teams and reduce owner dependency over time.

✓ 2026 Price
Join today and secure our limited 2026 pricing.

✓ Grandfathered for Life
Lock in your Price today. When membership fees increase for future members, your monthly subscription will remain the same for as long as your membership stays active..

✓ 12-Month Commitment
A minimum 12-month commitment provides the time and structure to implement lasting change. Your membership then continues on a simple rolling monthly basis.

✓ Grow Your Team
Add additional team members at the same monthly rate when you're ready to expand your advisory capability.

✓ Start Generating Revenue
Use your included Business Course Library reseller licence to create recurring revenue immediately. This alone has been proven to cover your monthly investment.

Just £297+ VAT per month

.

The Advisory Teams Mentorship brings together everything needed to develop advisory across your practice.

This Isn’t Just Learning. It’s Implementation

By working with us , you won’t just understand advisory

You’ll build:

  • A structured advisory offering

  • A team that can confidently deliver it

  • Defined client journeys

  • Repeatable meeting frameworks

  • Clear pricing and packaging

  • A scalable delivery model

This is the difference between:
Being the advisory bottleneck and
Running an advisory-led practice

Why This Goes Beyond What You’ll Find Online

You can research advisory anywhere.

You can even ask AI tools like ChatGPT or Claude for ideas, frameworks, and definitions.

But information isn’t the problem

What’s missing is:

  • Real-world implementation

  • How to have the time to train a team, not just yourself

  • How to structure delivery across multiple clients

  • How to price and package advisory properly for all levels

  • How to remove the owner as the bottleneck

That’s exactly what we focus on.

Built for Firms Ready to Move Beyond Compliance

This is for you if...

  • You’re a practice owner who doesn’t want to be the advisor bottleneck

  • You have a team, or want one, but don’t know how or have the time to train them

  • You’ve tried advisory, but it hasn’t scaled

  • You want more than compliance work

  • You want a business that supports your life, not consumes it

The Future of Advisory

The firms that thrive over the next decade won't simply need technically brilliant accountants

They'll need commercially confident advisory teams.

Teams who...

Built by Accountancy Bookkeeping & Advisory Practice Owners

Who have walked the walk!

Meet Tim

  • Chartered Accountant - 41 years

  • 22 years various industry experience

  • Built & Led his own accountancy and advisory practice for 17 years

  • Delivered advisory at ground level

  • Sold the compliance side of his accountancy business

  • 10 years as a profit coach

  • Founded & Led a successful advisory membership programme for four years, supporting accountants, bookkeepers and business coaches

  • Trained accounting professionals to deliver advisory services

  • Trained & Led a team of advisors to train advisors within the membership to remove owner dependency

  • Co-founder of APX Training & Development, helping firms build advisory teams that reduce owner dependency

Meet Deb

  • Qualified Bookkeeper 18+ Years (Previously an IAB Ambassador)

  • 17 years building, growing and leading a multi-award winning bookkeeping, accountancy and advisory practice

  • Rebuilding and achieving 6 figures within 14 months

  • 4 years certified member of advisory membership

  • Developed and mentored a team that delivered client advisory and strategy sessions independently.

  • Removed the owner dependency from the business

  • Successfully built a team of eight and sold the practice to the team in 2025

  • Designed and created UK Certification and membership training programmes for accounting professionals

  • Previous corporate career 17 years experience in team leadership, training, sales, marketing, accounting, across retail, service industry and corporate training sectors

  • Co-founder of APX and creator of practical advisory training, implementation frameworks and education resources

Ready to move beyond trading your time, and start building a team that delivers value with you?

Advisory Teams helps you move from being the centre of delivery to building a team that can confidently support your clients. Through practical, experience-led insights, it shows you how to develop the skills and structure needed to make advisory a team effort.

Get immediate access to your digital copy and audio book of Advisory Teams and start exploring how to build a team that can confidently support your clients. Inside, you’ll find practical, experience-led insights you can begin applying straight away.

Ready to build an advisory team your business can rely on?

This isn't just a membership ... it's a mentorship

APX Training is designed to help you develop the structure, skills, and confidence within your team to deliver advisory consistently, so your business can grow without everything depending on you.

Not an accounting or bookkeeping practice?

No problem...

APX also works with coaches, companies, memberships and professional organisations through our financial strategy training and closed programmes.

We'd Love to Meet You

Every advisory journey starts with a conversation.

Whether you have a question, would like to explore the Advisory Teams Programme, or want to discuss the next steps for your firm, we're here to help.

Let's talk about your goals, your team and how we can help you build an advisory firm that doesn't depend on you

.

We'd love to hear your story.