Check expertise against the actual assignment
Registered partnership or LLP: compare personal exposure and how partners can exit.
Ask about experience with your entity, sector and the intended deliverable. If a report, certification or representation requires a particular qualification or registration, verify it through the relevant professional or regulator source. Do not rely on an unverified badge or a promise of a favourable outcome.
Questions to ask on the first call
Which changes to partners or deed terms require further documentation and registration updates?
Distinguish deed drafting and registration support from tax registrations and monthly accounts.
Checklist
- Who prepares the work, who reviews it and who communicates with me?
- What evidence is missing and what assumptions are being made?
- What is included, what is excluded and how is extra work authorised?
- What will I receive and who retains control of the records?
Agree how the work will be delivered across MMR
For Mumbai, Thane, Navi Mumbai and Panvel businesses, location matters when original documents, a premises visit or physical verification are needed. Ask which steps can be remote and whether travel or site work is included. Serving an area is not proof that a provider has an office there.
Record partner contributions, business address, signing rights and the agreed deed terms.
Warning signs in a proposal
An unclear deed can turn withdrawal, retirement or a profit-sharing dispute into an operational crisis.
Be cautious about guaranteed approvals, undisclosed fees, pressure to share one-time codes and proposals that omit client responsibilities. Ask for realistic dependencies and a defined complaint or escalation channel.
Protect continuity if you change providers
Keep the executed deed, firm PAN records and registration evidence with authorised-signatory instructions.
Require an accessible export or copy of your records and final work. Agree how access is revoked and pending matters are transferred. A service relationship should not leave your business unable to obtain its own filing history or accounts.
How to use this resource


