Past the Balance Sheet

Episode 33: The Meeting That Could Have Been an Email How many hours of your workweek are spent in meetings that could have been handled with a quick email or message? In Episode 33 of Past the Balance Sheet , Kash and Sassy tackle one of the biggest productivity killers in business: unnecessary meetings. From meetings without agendas to conversations that drag on without decisions, we're discussi...

Episode 32: We’ve Always Done It This Way “We’ve always done it this way” might be one of the most common phrases in business—but is it protecting a process that works, or preventing the business from moving forward? In this episode of Past the Balance Sheet , Kash and Sassy dig into legacy processes, outdated habits, and the danger of confusing consistency with effectiveness. They explore why pro...

Episode 31: Is Your Marketing Actually Working? Every business knows it needs marketing—but how do you know whether the money you’re spending is actually moving the business forward? In this episode of Past the Balance Sheet , Kash and Sassy look at marketing from the perspective of business owners and financial leaders. They break down why marketing deserves time to work—but not unlimited time wi...

Episode 30: Whose money is it, really? In this episode of Past the Balance Sheet , Kash and Sassy unpack one of the messiest areas of business finance: taxes. From sales and use tax to excise, payroll, state, and federal income taxes, they break down how different taxes are triggered, where they belong on your financial statements, and why cash in your bank account is not always yours to spend. Th...

Episode 29: Procuring in Bulk Buying in bulk sounds like an easy win: lower unit cost, better margins, and more inventory on hand. But is it always the smartest financial decision? In this episode of Past the Balance Sheet , Kash and Sassy break down procurement at scale and the hidden costs that can quietly erase the savings you thought you were getting. From carrying costs and cash flow to inven...

Episode 28: Business cycles look simple on a chart: expansion, peak, contraction, recovery, repeat. But when you’re actually running a business, the signs are rarely that obvious. In this episode of Past the Balance Sheet, Kash and Sassy break down what business cycles actually look like inside real companies — from customers taking longer to make decisions and sales slowing down, to pricing press...

Episode 27: Staffing is one of the most emotional—and expensive—decisions a business owner makes. But feeling overwhelmed doesn’t automatically mean you need to hire. In this episode of Past the Balance Sheet , Kash and Sassy dig into mindful staffing: how to diagnose the real need before adding headcount, choose between full-time, part-time, contractors, fractional support, outsourcing, or automa...

Episode 26: Software should create leverage—not clutter. In this episode of Past the Balance Sheet , Kash and Sassy break down how business owners should think about software, systems, and the ever-growing temptation to chase the next shiny platform. They dig into what businesses actually need from their tech stack, why expensive software won’t fix bad processes or messy data, and the questions le...

Episode 25: Entity Sturctures Your business entity is more than paperwork—it is the legal and financial structure that determines how your business operates, grows, pays taxes, brings in investors, and protects its owners. In this episode of Past the Balance Sheet , Kash and Sassy break down sole proprietorships, LLCs, partnerships, S corporations, and C corporations in plain English. They discuss...

Episode 24: s that business purchase an investment—or simply a cost of keeping the doors open? In this episode of Past the Balance Sheet , Kash and Sassy break down the difference between capital expenditures (CapEx) and operating expenses (OpEx) in plain English. From espresso machines and HVAC systems to roof repairs, payroll, property improvements, and equipment purchases, they explore how ever...

Episode 23: When, Why, and how to Delegate Delegation is not dumping work—it is a deliberate leadership skill. In this episode, we talk about how to know when it is time to let go of a task, project, or decision, and how to delegate without sacrificing quality, ownership, or accountability. We break down the signs that you have become the bottleneck, why “I can do it faster myself” is not always a...

Episode 22: Going Behind the Curtain on HR In this episode of Past the Balance Sheet , Kash and Sassy step outside the finance lane and into the human side of business: HR, workplace culture, boundaries, and accountability. HR is often treated like paperwork, policies, and compliance, but the real work is much deeper. It is about whether people feel safe, respected, protected, and able to speak up...

Episode 21: Ethical Decision Making In this episode of Past the Balance Sheet , Kash and Sassy dig into the uncomfortable but necessary conversation around ethics in business. Not as a legal checklist, but as a leadership issue. They talk through how unethical decisions rarely start big. They often begin with pressure, fear, survival mode, poor culture, weak controls, or the belief that “everyone...

Episode 20: The Milestone Episode — What Comes Next for Past the Balance Sheet We made it to Episode 20, and this one is a little different. In this milestone episode, Kash and Sassy take a step back to reflect on the journey so far, the listener feedback that shaped the show, and the shift from scripted structure to the honest, unscripted conversations that now define Past the Balance Sheet . We...

Episode 19: Sometimes the biggest cash leak in a business is not a vendor, customer, or payroll — it is the owner. In this episode of Past the Balance Sheet, Kash and Sassy unpack the uncomfortable but necessary conversation around owner draws, distributions, payroll, and the impact those decisions have on cash flow. Owners absolutely deserve to be paid, but the business can only support what it c...

Episode 18: Leadership and People Management In this episode of Past the Balance Sheet , Kash and Sassy dig into one of the most overlooked financial drivers in business: leadership and people management. Most business owners think their biggest challenges are financial, but the root issue is often people — hiring, accountability, communication, culture, and knowing when someone is no longer the r...

Episode 17: Depreciation and amortization show up on your financials every month, but most business owners do not fully understand what they mean, where they show up, or why they matter. In this episode of Past the Balance Sheet, Kash and Sassy break down the difference between depreciation and amortization in plain English. They talk about tangible assets like vehicles, equipment, computers, and...

Episode 16: Budget vs. Forecast: Why Your Plan and Reality Check Are Not the Same Thing January starts with big goals, clean spreadsheets, and a budget that feels solid. Then real life happens. Revenue shifts, expenses spike, contracts move, and suddenly the budget you built no longer matches the business you are actually running. In this episode of Past the Balance Sheet , Kash and Sassy break do...

Episode 15: ROI gets thrown around in business all the time, but most leaders are not really asking about return on investment. They are asking whether the cost feels uncomfortable. In this episode of Past the Balance Sheet , Kash and Sassy unpack what ROI actually means, how it differs from IRR, and why the most important parts of investment decisions are not always found in the formula. From mar...

Episode 14: The 5-Year Commitment to Self – The Time Capsule Reveal In this episode of Past the Balance Sheet , we’re going beyond goals, timelines, and “perfect timing” and talking about the deeper commitment it takes to build a life that actually feels aligned. After attending Mel Robbins’ Let Them tour together, we unpack the ideas that hit us the hardest: releasing control, letting people have...

Episode 13: Three months in. Thirteen episodes deep. One messy, honest milestone. In this episode of Past the Balance Sheet , Kash and Sassy pause to reflect on the first 90 days of the podcast: why they started, what they’ve learned, what has changed, and what has happened behind the scenes. From financial strategy and leadership pressure to cash flow chaos, hard conversations, public speaking fe...

Episode 12: The Messy Middle: Why Feeling “Behind” Might Mean You’re Right Where You Should Be There’s a version of business growth that looks clean from the outside. Clear milestones, steady progress, and a straight path forward. But real businesses rarely move that way. Most of the time, growth happens in what we call the messy middle—the space between what used to work and what needs to work ne...

Episode 11: Hard Decisions That Saved the Business There’s a version of business advice that makes hard decisions sound clean and obvious. See the problem, make the call, move forward. But real leadership rarely works that way. The decisions that often save a business usually feel heavy in the moment. They feel risky, emotional, and uncertain. They come with consequences you can’t fully predict, a...

Episode 10: The Contrast of the CFO and CEO Relationship In this episode of Past the Balance Sheet , Kash and Sassy break down the real differences between how founders, CEOs, and CFOs see the same numbers—and why those differences can either drive growth or create friction inside a business. From revenue concentration and hiring decisions to pricing, margins, and “bad” sales, they unpack what’s a...

Episode 9: Growth sounds good—until it isn’t. In this episode of Past the Balance Sheet , we’re talking about what happens when a business scales faster than its systems, cash flow, and leadership can support. Because more revenue doesn’t automatically mean more stability—and in many cases, it creates more pressure. We dig into the reality behind rapid growth, why it can break what used to work, a...