Hi Jason,

This is a great post and I especially like your point #3. I'm creating a quarterly look now for a company I'm analyzing and while tedious, I think it'll be worthwhile to garner insight into seasonality and/or large accrual entries within particular quarters. This is a time-consuming process right? I know Excel Boost has an SEC Filings Wizard that makes importing SEC numbers into Excel easier but only for the latest FY. In your experience, have you found any shortcuts or is there no getting around the extra leg work.

Thanks again for sharing!

Rob