Case Study

National Health Investors Automates Trial Balance

National Health Investors Automates Trial Balance

Pages 4 Pages

National Health Investors Automates T rial BalanceN ational Health Investors (NHI) values efficiency. With a $3 billion market cap, the Murfreesboro, Tennessee healthcare real estate investment trust has just 14 employees. As the company grows, the five-person accounting team and its director of financial reporting, Joe Wakham, need accounting solutions that work seamlessly to make their jobs easier and save valuable time. That’s why NHI has depended on Wdesk for years—and why the team is now leveraging Wdesk Spreadsheets to streamline its financial reporting processes. A limited process Wakham developed the company’s quarterly and annual financial reporting process. He says his previous process using Word ® and Excel ® was “manual and limited,” and that “I think I was doing as

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