APX Advisory Teams Mentorship
Advisory Teams
Advisory Skills Library
E-learning
Build the skills that create confident advisors and stronger advisory teams.
The APX Advisory Teams Mentorship
Great advisory isn't built from technical knowledge alone.
It requires commercial thinking, stronger communication, financial strategy, facilitation, leadership and the confidence to guide business owners through important decisions.
The Advisory Skills Library is a growing collection of more than 45 interactive online courses, created specifically for accountants, bookkeepers and advisory teams who want to develop those skills.
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Available 24/7, the library allows you and your team to learn at your own pace, revisit topics whenever you need them and continually develop your advisory capability.
Whether you're just beginning your advisory journey or building a high-performing advisory team, you'll always have practical learning at your fingertips.
Created by Tim Seymour and Deb Halliday, experienced practice owners who have built and sold their own accountancy and advisory firms.
Prefer a chat first? .. Book a call
More than training. Continuous Professional Development
Advisory is not a skill you master after completing one course.
It develops over time through continual learning, practice and experience.
That's why we've created an ever-growing skills library that supports every stage of the advisory journey.
Instead of searching for webinars, buying separate courses or trying to piece together information from multiple providers, you'll have one place to develop the commercial, financial and communication skills that modern advisory demands.
Before long, you'll have developed the experience, confidence and practical skills to deliver meaningful advisory conversations that create genuine value.
Advisory Teams
Advisory Skills Library
Build confidence, capability and commercial thinking with over 45 on-demand advisory skills programmes.
Skills You'll Develop
The Advisory Skills Library has been organised into practical learning pathways, allowing you and your team to build the right skills at the right stage of your advisory journey.
Advisory Foundations & Transition
Build the mindset, commercial awareness and core advisory skills needed to move beyond technical work and become a trusted business advisor.
Client Management & Advisory Delivery
Learn how to deliver structured advisory services that create consistency, stronger client relationships and measurable business outcomes.
Communication, Confidence & Presence
Develop the confidence to lead conversations, ask better questions, influence decisions and communicate with authority in every client interaction.
Speaking, Training & Authority Building
Build your personal and professional authority through presentations, workshops, webinars, training sessions and thought leadership that position you as the trusted expert.
Financial Insight, Strategy & Performance
Strengthen your ability to interpret financial information, identify opportunities and guide clients through strategic business decisions with confidence.
AI & The Future of Advisory
Discover how AI and emerging technology can enhance your advisory services while maintaining professional judgement, ethical standards and trusted client relationships
KPIs, Data & Decision Support
Learn how to transform financial data into meaningful insights using KPIs, dashboards and performance measures that help clients make better decisions.
Advisory Planning & Growth Models
Develop structured advisory programmes, recurring services and strategic planning frameworks that support long-term client success and sustainable practice growth.
Advisory Delegation & Team Enablement
Build the systems, processes and team capability needed to deliver advisory consistently across your practice without everything depending on the owner.
Specialist Learning Pathways
Advisor Readiness & Transition Training
Designed for accountants and bookkeepers beginning their advisory journey, these courses provide the confidence, mindset and practical skills needed to successfully transition into an advisory role.
Lead Advisor Development
.Develop the leadership, facilitation and coaching skills needed to lead client relationships, build team capability and deliver consistent advisory services.
Practice Owner Growth & Advisory Development (For Practice Owners)
Learn how to build scalable advisory services, develop your team, reduce owner dependency and create a more valuable, resilient practice.
Designed for practical implementation
Every module combines learning with application, helping you put new skills into practice as your team progress.
Why Professionals Love the Advisory Skills Library
Unlike traditional training, the Advisory Skills Library becomes a resource you'll return to
again and again.
On demand you can simply "skill up" at a time that suits you.
Learn it. Apply it. Embed it across your team.
Who Are These Courses For?
This programme is ideal for...
Accountants introducing advisory services
Bookkeepers expanding into advisory
Advisory team members
Practice owners developing advisory teams
Team leaders building consistent client experiences
Firms committed to continuous professional development.
Whether you're already delivering some advisory or taking your first steps beyond compliance, this programme has been designed to help team members build confidence step by step, regardless of where they're starting.
Included within the APX Advisory Teams Mentorship
The Financial Strategies Programme is included as part of the APX Advisory Teams Mentorship.
You don't need to become an advisory expert overnight.
You simply need to master your first financial strategy.
Then your second.
Then your third.
Before long, you'll have the confidence, experience and practical skills to become the trusted advisor your clients already need.
Most programmes teach you how to become the advisor.
APX helps you build an advisory team.
Designed for Learning and Implementation
Watching training is not the same as changing the way a firm operates.
The mentorship combines flexible learning with live support so that you can understand the principles, apply them in your own practice and build them into the way your team works.
Learn at Your Own Pace
Access the online training, tools, templates and advisory resources whenever you need them.
Implement With Support
Join live cohorts and monthly sessions to ask questions, work through challenges and maintain momentum.
Embed It Across Your Team
Enrol your team. Use the learning pathways and team resources to develop capability beyond the practice owner.
Learn it. Apply it. Embed it across your team.
Don't take our word for it
What's working with us really like? .....
Working with Tim...
We do not want to help you become the person every client depends on. We want to help you build a firm that delivers value without everything relying on you.
“Tim is my mentor, I have learned so much from Tim...
“Tim is my mentor, I have learned so much from Tim and have saved a lot of money in my bookkeeping business with Tim holding me accountable. You will never meet a more kind and personable man. I highly recommend you speak to Tim as he will guide you on your journey and help to make your business a success. Thank you for all you do Tim!”.
Lynn Graham - Virtual Bookkeeping - Ireland
Working with Deb...
The goal isn't to become the advisor every client depends on.
The goal is to build a firm where exceptional advisory becomes a team capability.
Deb's mentorship and knowledge have empowered me..
Working with Deb at The Accounts Ladies has been amazing. Deb’s mentorship and knowledge have empowered me while starting my practice. I highly recommend reaching out to Deb. Absolutely love working with her !”
Nic Lonsdale - Gingerbucks Ltd - AAT Practice of the year 2025
Real Results Speak For Themselves
A selection of Success Stories from
Deb and The Accounts Ladies Advisory Team
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
Prefer a chat first? Book a call
Your Questions Answered
What's the difference between a membership and a mentorship?
A membership gives you access to content and resources to work through at your own pace. A mentorship combines those resources with a structured learning pathway, live workshops, practical implementation, expert guidance and ongoing support to help you apply what you learn and achieve real results. At APX, we focus on transformation, not just access.
Do I need to be delivering advisory already?
No. The pathway supports people moving from technical delivery into advisory, as well as established advisors who now need to build capability across a team.
Can my team join?
Yes. The practice owner or leader completes the programme first to understand and implement the APX methodology. Team members then join and follow the learning pathways relevant to their role.
What happens during the 10-week cohort?
You attend weekly live implementation workshops designed to help you work through the APX pathway, apply the learning and maintain momentum. Replays are available when you cannot attend live.
When do the cohorts run?
Cohorts are planned for:
September to November
February to April
May to July
Can I Join anytime?
Yes.. You'll have access to the full Programme and learning library, monthly Financial Strategy Sessions, community, Polly AI Coach and all resources. The live cohorts are designed to accelerate implementation, but the mentorship and support continue all year round.
What are the Financial Strategy Sessions?
Each month focuses on one practical financial strategy. You’ll complete the e-learning, attend a live workshop, implement the strategy and submit a case study to demonstrate your understanding. Successful completion earns you the relevant APX badge, certificate or accreditation.
What is Polly AI Coach?
Polly is the APX AI learning coach. She is trained around the APX methodology and can help you explore your learning, think through questions and prepare for implementation. She does not replace professional judgement or the live support available through APX.
What is the Business Course Library?
It is a collection of client-facing business education courses that firms can make available to their clients. The library helps clients understand key business concepts, supports advisory conversations and reduces the need to answer the same foundational questions repeatedly.
What is the minimum commitment?
The mentorship has an initial 12-month commitment. After that, it continues on a month-to-month basis.
What happens if I miss a live session
Cohorts are three times a year and you are free to join any of these whilst your subscription is active. Replays are made available through the APX portal.
Is the training CPD accredited?
Yes the training programmes are CPD accredited
Can I speak to somebody before joining?
Yes. You can book a discovery call with Tim and Deb to discuss your firm, your goals and whether the mentorship is appropriate for you.