Work With Us
Different ways to ..
Build Financial & Advisory Capability
While the APX Advisory Teams Mentorship was created primarily for accounting and bookkeeping practices that want to develop advisory capability across their team.
The principles behind APX have a much wider application.
Financial strategy, commercial thinking and better business conversations are valuable wherever people are supporting businesses to make better decisions.
That's why we also welcome business coaches into the APX Mentorship and work directly with firms, teams, memberships and professional organisations through private training and partnerships.
Whether you want to develop your own capability, train your team or bring APX training to a wider community, there are several ways we can work together.
One Mission. Multiple Ways to
Work With APX.
We're passionate about helping people build financial and advisory capability. Whether you're developing yourself, your team or your wider community, we'll help you choose the approach that's right for you.
FOR BUSINESS COACHES
Bring Financial Strategy Into the Business Conversation
Business coaching often focuses heavily on sales, marketing, systems, leadership and growth.
All of those things matter.
But increasing sales or improving systems doesn't automatically create a financially healthy business.
Understanding what is happening in the money department - cash, margins, pricing, profitability, debt, financial resilience and the decisions behind the numbers - is an important part of helping a business move forward.
Yet it is an area many business coaches have had relatively little practical training in.
APX provides practical financial strategies, tools and frameworks that can help you bring stronger financial conversations into the work you already do.
Coaches Are Welcome in the
APX Mentorship
Although the APX Advisory Teams Mentorship has been created primarily for accounting and bookkeeping practices, business coaches are very welcome to join us.
You don't need to become an accountant.
And you don't need to start providing accounting services.
The aim is to strengthen your ability to think commercially, understand the financial implications of business decisions and confidently explore financial strategy with your clients.
Through the Mentorship, you can develop your knowledge
across financial strategy, advisory conversations, questioning, client meetings, commercial thinking and practical implementation.
So when conversations move beyond "How do we grow?" you are better equipped to explore the equally important question..
"How do we make sure that growth creates a financially healthier business?"
CLOSED TRAINING FOR FIRMS & TEAMS
Bring APX Training Into Your Organisation
Joining a public Mentorship isn't the right solution for every organisation.
You may have an established team you want to develop together.
You may want to focus on one particular area of capability.
Or you may prefer your people to learn and implement within a private environment built around your organisation.
APX programmes can be delivered as closed training exclusively for your practice, company or team.
Our approach isn't simply about transferring knowledge.
We want people to be able to use what they learn.
That means developing the confidence, commercial understanding, practical skills and frameworks needed to turn training into better conversations, better decisions and better client outcomes.
Rather than sending individuals into the public mentorship, we can work with your organisation to identify the most appropriate APX training and create a focused learning experience for your people.
Our Programmes are extensive..
Depending on your objectives, this could include training in areas such as...
The Technician to Advisor transition
Commercial thinking
Financial strategies
Advisory conversations and questioning
Leading financial strategy sessions
Developing advisory services
Building advisory capability across a team
Confidence, Belief & Identity shift
Advisory Team Building, leadership and implementation
MEMBERSHIPS & PROFESSIONAL ORGANISATIONS
Bring APX Training to Your Community
APX also partners with memberships, associations, professional communities and other organisations that want to bring practical financial strategy or advisory education to their members.
This can work in two different ways.
Financial Strategy for Business Owners
Your members may simply need better financial knowledge for their own businesses.
We can deliver practical financial strategy training that helps business owners understand what is happening financially, make more informed decisions and build healthier, more resilient businesses.
This can complement existing education around sales, marketing, systems, leadership and business growth by strengthening the financial side of running a business.
Financial Strategy for Advisors
Alternatively, your members may support other businesses.
In this case, APX can provide training that develops their ability to use financial strategies, commercial thinking and structured conversations within the services they provide to their own clients.
The objective isn't to turn people into accountants.
It is to give appropriate professionals greater confidence and capability when business conversations move into financial strategy, decision-making and performance.
PARTNER WITH APX
Your Community.
Our Training.
A Shared Objective.
We don't believe every organisation needs to recreate specialist training from scratch.
Partnerships allow you to bring established APX programmes, methodologies and resources into your existing community while continuing to maintain the relationship you have built with your members.
Depending on what you are looking to achieve, this could include..
Live workshops and training
Closed training programmes
Financial strategy education
Advisor development
Selected APX learning programmes
Training delivered as part of an existing membership or programme
Longer-term learning partnerships
We can work with you to determine whether your members need financial strategies as business owners, financial strategies as advisors, or a combination of both.
We Practice What We Teach
APX wasn't created from theory alone.
Between us, we have spent decades working inside businesses, building and running our own accounting and bookkeeping practices, developing advisory services, training teams and supporting business owners.
We have also experienced the challenge that ultimately led to APX:
Valuable knowledge sitting with too few people.
Our work today is about changing that.
Whether we're working with an accounting practice, a coach, a company team or a professional community, the principle remains the same:
Build capability in people so that valuable knowledge can be confidently put into practice.
NOT SURE WHICH ROUTE IS RIGHT FOR YOU?
Let's Have a Conversation
Whether you're looking to develop your own capability, train your advisory team, or build advisory capability across your entire practice, the APX Advisory Teams Mentorship may be the right place to start.
Many of our members join as individuals before introducing team members as they grow, while others enrol key people from the beginning so everyone develops together using the same frameworks, language and methodologies.
If you're looking for private training, want to develop a larger team within your organisation, or are exploring how APX programmes could support your membership, association or professional community, we'd be delighted to discuss the options with you.
You don't need to know which APX programme is the best fit before we speak.
Simply tell us about your organisation, your people and what you're hoping to achieve, and together we'll explore the most appropriate way for APX to support you.