Free Excel Tools

The Innovative CPA Group has built a library of FREE Excel Tools for you to use! These comprehensive tools are a great resource to keep you organized when evaluating your finances.

Download your Excel Template now! Here is how to access these free resources:

  1. In the forms below, enter your name and email address, then hit “Download”.
  2. Click the link in the success message to download your file.

If you would like to download multiple files please note you will have to enter your information each time and will have to click the link for each download.

If you are having trouble downloading the file please reach out to us by email, live chat, or contact form and we will send you one directly!

Real Estate Valuation Tool

The Real Estate Valuation Tool is great for residential property investors who are looking to value a prospective investment. Input all the known information about a property to calculate Loan Assumptions, CAP Rate, Net Operating Income, Net Property Cash Flow, and Annual Return on Equity. Also, view the property’s vacancy rate and unit mix.

Loan Amortization Excel

Loan Amortization Schedule Tool

Our Loan Amortization Tool helps depict an amortizing loan where the principal of the loan is paid down over its lifetime according to a schedule of equal payments. Additional payments can be added periodically and will adjust the length of the loan’s lifetime as well as the cumulative interest paid. The tools also include graphs that provide visual representations of your principal, interest and remaining balances throughout the loan’s lifetime.

Multi-Property Cash Flow Tool

Innovative CPA Group’s Multi-Property Cash Flow Tool helps property owners and managers keep track of their monthly income and expenses giving them a better insight into their overall gross income! Keep track of up to 12 different property finances, as well as your current overview of all your properties for the entire year!


We don’t believe in spam. By completing this form you agree to let The Innovative CPA Group use your contact information to follow up with you about relevant products, services, and industry resources.

Any articles, templates, Spreadsheets, calculators or information provided on the Innovative CPA Group website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, spreadsheets, calculators, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.