Past the Balance Sheet is a podcast about the messy truth of business no one talks about.
Hosted by Kash and Sassy, this show goes beyond the reports and metrics to explore what’s really happening behind the numbers — cash flow pressure, leadership decisions, growth that feels heavier than expected, and the emotional weight of building something that has to last.
Each episode blends financial clarity with human context, creating honest conversations for founders, operators, and leaders who know the numbers matter but also know they’re not the whole story.
This isn’t bookkeeping talk or highlight-reel entrepreneurship.
It’s real business, real decisions, and real conversations — for people building with intention.
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In this episode of Past the Balance Sheet, Kash and Sassy dig into legacy processes, outdated habits, and the danger of confusing consistency with effectiveness.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 processes often survive long after the original reason for them has disappeared, and why understanding the “why” behind a process matters before deciding whether to preserve it, improve it, or eliminate it.
They also look at the role of SOPs, tribal knowledge, leadership, and frontline employees in building processes that actually work. From processes created by executives who are too far removed from the day-to-day work to employees who want to change a system before understanding why it exists, they break down where process improvement can go wrong—and who should actually have a seat at the table when changes are made.
You’ll hear practical conversations around how often SOPs should be reviewed, single points of failure, duplicated work, excessive approvals, cross-department workflows, risk mitigation, leadership buy-in, and how to recognize when a process has become inefficient or outdated. The goal isn’t to change processes simply for the sake of change—it’s to make sure the systems supporting your business still make sense for the business you have today.
If you’ve ever heard, “That’s just how we’ve always done it,” and wondered whether that was a good enough reason to keep doing it, this episode is for you.
28 Sept 2026
Episode 31
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 without evidence—and how to tell the difference between meaningful progress and surface-level metrics like clicks, impressions, and followers.
They also dig into the relationship between marketing, sales, and leadership, including who owns each part of the revenue funnel, why poor-quality leads aren’t simply a sales problem, and why leadership ultimately has to make sure the entire revenue engine is working together.
You’ll hear practical conversations around SEO, paid advertising, networking and referral marketing, cost per lead, customer acquisition cost, conversion rates, marketing ROI, and how to define what a “win” looks like before spending the money. The goal isn’t to spend less on marketing—it’s to understand how much you can profitably spend and what results should justify continuing the investment.
If your marketing reports look impressive but you’re still asking, “Did this actually generate revenue?” this episode is for you.
21 Sept 2026
Episode 30
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.
They also dig into sales-tax nexus, multi-state complexity, exemption certificates, quarterly tax planning, reconciliations, and why clean books and strong communication between your CFO and CPA matter so much. The conversation repeatedly comes back to one simple question: did the business earn this money, or is it holding it for someone else?
And because it wouldn’t be Past the Balance Sheet without a little fun, the episode wraps with impulse purchases, stockpiled snacks, Girl Scout cookies, and the very rational fear that your favorite snack might disappear forever.
If taxes have ever felt overwhelming—or you’ve looked at a healthy bank balance and forgotten that some of that cash already belongs to a taxing authority—this episode is for you.
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