An accounting, tax and assurance firm in Pretoria, built on clear vision, rigorously maintained values and a team that pairs hard-won experience with genuine energy.
J&M Financial Services was established as a partnership in 1992, became a close corporation in 1995 and was converted to a company in 2008. Throughout, our purpose has not changed: to help South African businesses stay compliant, manage risk and grow.
We work mostly with small to medium enterprises, and we continue to build on our success through a clear vision, rigorously maintained values and, above all, a well balanced team that combines wisdom and experience with youthful ambition and energy.
We build our reputation on high ethical standards, and we hope that through our interaction with clients we impart those standards to the way they conduct their own business.
Our reputation rests on high ethical standards. We hope that, through working with us, our clients carry those same standards into how they run their businesses.
We are not a transaction. We build long-term relationships with the small and medium businesses we serve, and we are still here decades later.
Our well balanced team combines experience and judgement gained over the years with the ambition and energy of a younger generation.
The practice begins as a partnership, serving Pretoria businesses.
The practice converts to a close corporation as it grows.
The firm becomes a company, the structure it operates under today.
Henrieke, Petra and Bertus each become shareholders. Two of the three started here as trainees.
On 22 April 2022 the firm changes its registered name at CIPC, dropping "Oosthuizen". The same directors, the same team and the same standards carry on.
Five registered professionals, all of them shareholders in the practice, covering accounting, tax, assurance and statutory work between them. Two of the five started here as trainees.
Director
Pr no 952079
Michelle co-founded the practice in 1992, after serving her articles at Coopers and Lybrand, now PwC. She registered as a full member of SAICA and with IRBA in 1994, and practises as a Registered Auditor in her own capacity as a sole practitioner.
Director
Professional Accountant (SA), Pr no 3894
Jan co-founded the practice in 1992, after serving his articles at Coopers and Lybrand, now PwC, and registered as a full member of the CFA, today SAIPA, in the same year. He was the first overall evaluator for our SAIPA Accredited Training Centre.
Shareholder, Professional Accountant (SA)
SAIPA registration number 13481
Henrieke joined as a trainee in February 2000, registered as a full SAIPA member in 2003 and became a member of the practice in March 2004. She has been the overall evaluator for our SAIPA Accredited Training Centre since January 2022.
Shareholder, Professional Accountant (SA)
SAIPA registration number 19909
Bertus joined as a trainee in March 2007, passed the SAIPA Professional Evaluation examination and registered as a full member in 2011, and became a shareholder in March 2012.
Shareholder, Master Tax Practitioner
SAIT registration number 10863548
Petra joined in September 2008 after many years at SARS, as the tax side of the practice grew. She registered as a Master Tax Practitioner with SAIT in 2010 and became a shareholder in March of the same year.
Our team holds registrations with the South African Institute of Professional Accountants (SAIPA), the South African Institute of Chartered Accountants (SAICA) and the South African Institute of Tax Practitioners (SAIT). It means the work we do for you meets the standards those bodies demand.
A copy of our PAIA manual is available here.
Statutory audit engagements are not performed by J and M Financial Services (Pty) Ltd. They are performed and signed off by M Oosthuizen in her own capacity as a registered auditor with the Independent Regulatory Board for Auditors (IRBA). Independent reviews are performed by the firm.
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