APX Advisory Teams Mentorship
Advisory Teams
Advisory Support Packs
Resources
150+ ready-to-use spreadsheets and templates for you and your clients
The APX Advisory Teams Mentorship
Stop building every spreadsheet, tracker and planning tool from scratch.
The Advisory Support Packs give you a comprehensive library of practical, editable resources that can be used within your advisory work, shared with clients or adapted to suit your own services..
Spend less time creating tools and more time advising
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
Clients often need more than a conversation.
They need a practical way to organise information, explore their options, monitor progress and turn agreed actions into measurable results.
But creating a new spreadsheet or template for every situation takes time.
The Advisory Support Packs provide you with an extensive collection of ready-made resources that you can draw upon whenever you need them.
Choose the most relevant template, adapt it for the client and use it to support a more structured and valuable advisory conversation.
Advisory Teams
Advisory Support Packs
Build confidence, capability and commercial thinking with over 150 advisory skills templates.
What is included?
The library contains more than 150 editable spreadsheets, dashboards, planners and templates across key areas of business and financial management.
Financial planning and forecasting
Support clients with budgeting, cash flow, financial projections and future planning.
Sales analysis and performance
Give clients greater visibility over sales results, trends, products and team performance.
Accounting and financial management
Provide clients with practical tools to strengthen their everyday financial processes.
Project planning and implementation
Turn advisory recommendations into structured actions, responsibilities and deadlines.
Team and people management
Support clients as they recruit, manage and develop their teams.
Stock, assets and inventory
Help clients introduce clearer systems for monitoring the resources within their business.
Marketing and social media planning
Give clients a clearer structure for planning, scheduling and reviewing their marketing activity.
Advisory Planning & Growth Models
Develop structured advisory programmes, recurring services and strategic planning frameworks that support long-term client success and sustainable practice growth.
Designed for practical implementation
Every template is fully editable, allowing you to rebrand and begin using straight away.
More than a collection of spreadsheets
These resources can become part of how you deliver advisory.
Instead of leaving a client with general recommendations, you can give them a clear framework for what to track next
Learn it. Apply it. Embed it across your team.
Who Are These For?
Use the resources in the way that works for you
The templates are editable, allowing you to...
Add your own branding
Adapt the wording and calculations
Select the resources relevant to each client
Incorporate them into your existing advisory services
Build structured toolkits for specific client needs
Build a more practical advisory experience
Good advisory is not about producing more reports.
It is about giving clients greater clarity, helping them make informed decisions and supporting them to take action.
The Advisory Support Packs give you the practical resources to make those conversations more structured, consistent and valuable - without starting from a blank spreadsheet every time.
Included within the APX Advisory Teams Mentorship
The Advisory Support Packs are included as part of the APX Advisory Teams Mentorship.
You do not need to use every resource.
The value comes from having the right tool available when the situation arises.
Before long, you'll have the confidence, experience and practical skills to become the trusted advisor your clients already need.
Get immediate access to more than 150 advisory spreadsheets and templates
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.